link notes to workflow
It would be super helpful if you could link a note to another note (instead of just adding a comment to a note) when a note is related to a previously written note. It would also be super useful to be able to link an existing note to a workflow (or activity or opportunity. I know you can add a new note for activities and opportunities, but I don't believe you can add an existing note). Like, say the Advisor has a conversation with a client about a distribution request and makes a note in redtail about the request. Then the advisor asks the assistant to launch and follow a distribution request workflow for the cleint's distribution request. It would be nice to link the workflow to the note already created by the advisor.
Jacelynn Bruce
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!