Hi @Amy Weideman! When it comes to filtering and reviewing past notes, there are two tips (especially revolving around the review meeting process). 1) Use Note Tags to your advantage. This is a term/phrase that is "searchable" on the activity stream. This helps organize all notes with a similar context. 2) Use the Pinned Note function to your advantage. We don't recommend you pin every single note. In fact, use this to help keep the extremely important and valuable notes consistently front and center.

@James Carlson you can actually use a combination of those as you can have multiple note tags on one note. So you can tag it with the type of meeting (Intro Call, Discovery Meeting, Plan Presentation, etc.) and tag it with action items/discussion points from your meeting. Here are some we often see: Account Closure, Address Change, Account Transfer, Age of Majority - UTMA, Beneficiary Change, Charitable Donation, Check Deposit, Client Death, Client Divorce, Client Retirement, Email Change, Invest Funds, Move Money, New Account, QCD, Raise Cash, RMD, Rollover, Roth Conversion, etc. I hope that helps!

Looking in @Katherine Beltran as she is our resident Wealthbox expert!

Hi @Nikki Whittle, you are able to bulk add Notes (or activities if you prefer) to your contacts in Redtail. If you had a keyword on the client's who have dimensional funds, you could run an advanced search on all clients that have that keyword. Once you have run that search, you can select "Contact Options" then "Bulk Actions". Then select "Note entry". Type in the date of the meeting and any applicable details and the note will be added to all selected clients. I hope that helps!