Melissa Dalton
My feedback
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19 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Melissa Dalton supported this idea ·
When you have copied a note to another contact, it does not update in the other contact. For example, if I copy a note to the spouse when I go in and add a comment or change the category the "copied" note should be updated as well. It makes it hard to keep accurate records and have the most up to date information when the notes are not updating for both spouses.