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Casey

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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Casey commented  · 

    Not being able to edit a note is understandable but there's no good solution when it's justified. A better way would be to have the edited note at top/visible with highlighting/other indication that's it's an edited note (this is the intended correct info!). This way, the latest correct info is readily available and not buried in comments or another note entirely. The prior drafts of the note would be immediately below it in an expandable or default expanded fashion.

    Secondly, the comments aren't expandable by default and we're forced to have a pop up to see them. This is extra steps for the system and for us, more clicking when we click thousands of times per day. This is solved by just having a default expanded view option and toggle next to comments. having to expand comments is a hassle, scrolling with a wheel is quick and easy.

    Casey supported this idea  · 

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