Anonymous
My feedback
1 result found
-
73 votes
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!
An error occurred while saving the comment Anonymous
supported this idea
·
An error occurred while saving the comment Anonymous
commented
One should have the ability to backdate a note for sorting purposes while still time stamping the entry date of the note to keep compliant. Sometimes notes aren't transferred for several days after a meeting and when it is finally entered, it is sorted out of order when viewed on RedTail. While a workaround is to place a note inside the note indicating the date, this does not help when an advisor wants a chronological view of his interactions.
Redtail says that it's for compliance reasons, but they can fulfill the compliance requirement by timestamping the date/time the note was entered, but allowing the user to choose the date the note was taken and have it sort by that date on the timeline. Many other CRMs handle the compliance timestamping in this way.