When notes addded, be able to select to post under different user (advisor)
I submit all the meeting notes in Redtail on behalf of the advisors, so it always shows as a note from me. It would be nice to be able to have a drop down menu to select which user/advisor the note should be posted under. I had set up templates to have the advisor's name populate, but we are now using MobileAssistant and I am unable to use the note templates in this way now.
7
votes
Sara Wilkinson Boyd
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