Activity notes in mobile app
In the mobile app, we're currently unable to view or add notes linked to an activity. Since the workflow limitations cause work-arounds using activities, the ability to review and/or add notes to an existing activity would be helpful. We need to have a consistent experience whether we're working via the browser on our computers or the app on our mobile devices. The incompleteness of the mobile app in this manner makes it difficult to fully embrace the functionality of Redtail if we're unable to count on the consistency across platforms.
Scott Cousino
shared this idea
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Nathan
commented
I second this idea. Linked notes are critical to maintaining an accurate log for compliance purposes. We use it all the time in the browser. It would be great to add them to activities in the mobile app instead of putting notes in the description and hoping to remember to copy and paste to Linked Notes later when I'm at my desktop.