filter notes by user in contact
While in a contact's record, I'd like to have the ability to filter notes by user. We have a team that services each contact, so multiple people enter notes. I'd like an easier way to find notes I made for a particular client that doesn't require me to run a report.
Chelsea Heintschel
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!
-
Jeremiah Massey
commented
We would love to see this feature as well. We also have a team of people who add notes to clients' contacts, and agree, it would be SUPER helpful to be able to see the notes made by certain team members.
-
Katie
commented
Please add filter for user who posted the note. See Chelsea's comment below. We have a team and everyone notes on each client, so it would be SUPER helpful if I can filter notes to a certain member (like me).
-
Chelsea Heintschel
commented
I’d like to suggest that the function to filter notes by creator within individual accounts be added. Multiple people may add notes to the same account, so if time has passed and you want to find your own note for any particular client, you have to sift through all entered notes to do so.
I'd also like to suggest that notes that are added to activities be visible in the general notes section as well. Right now, when you create a note within an activity, you will see it in the most recent notes section, but after time passes, the only way you can view that note again is by going back into that activity.