Have the ability to add and move notes around within the note history
In certain situations, an advisor may not be able to add a note to a client account on the day a meeting or phone call happened. With that said, it would be extremely ideal to be able to add notes in for a specific date that would correspond with the actual date the meeting, phone call or Zoom meeting took place. That way, the notes would consistently be in chronological order. The ability to also move around previous notes, since this option isn't currently available, would be ideal. Now, the option to "move" notes is available in Redtail, however, that feature only copies a note and moves it to another client file. This works great if you want a wife and husband to have the same notes on the acct. But If you had added the wife's note a month ago, the husband's note would not be on the same date since it would move to his acct as a recent note. So being able to add new notes with a specific date on them and also move current notes around so everything was in order, would be very VERY helpful. Thank you for your consideration.
Krystyn
shared this idea
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Randi
commented
I think this is especially important! You could still have the note dated according so the timeline adds up, but in the background you would be able to see that is was created on a certain date even though it was "backdated" to be appropriate in the timeline.