Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options"
Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options" - otherwise you have to click on Bulk Actions then search for Notes. Since we always are writing notes to client contact records, this function should be easier whether it is for just one client record or a "tagged" group of them.
4
votes

Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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