When a note is created, a matching historical entry is then created. This is really a nice feature. (A little aside here...we were thoroughly frustrated with the way notes were almost meaningless in GM...saving a hsitorical notes item makes it very valuable because of the reporting ramifications.). When I delete the note, the historical item is also deleted...or at least, that is how it behaved for me. 

I can see a very valid reason for keeping the functionality that way. However...there is another side to it. We would like to use notes as a place to store the more pertinent info about that client that we do not want to get lost in the activities, etc. But, we would also like to keep the notes area from having so much listed that it gets cluttered or from having old notes that no longer have bearing. It would be nice if deleting the note from the notes area did not remove the historical entry as well. That way, the main notes page could be kept free of older notes, and yet those notes would be retrievable if needed from history.

As an example...a customer may call and go over a particular investment strategy. One of our advisors takes the notes, and they are there for all to see working with the account in case there is a need to see the raw elements of the decision. A month later the client may call and change his strategy. We would not want the old strategy notes to even remain on the notes page...but, we may want to report on historical notes for the client and see what his strategies or other notes items were.

I am thinking maybe a master setting for notes...keep or delete historical entry when a notes field is deleted. The obvious drawback is, notes entered mistakenly and then immediately deleted would create a historical entry. Maybe a pop up dialog askng if you want the note saved or removed from history?

Just a suggestion as I browse through my eval notes. Nothing critical at all.

Notes in RedHorse are not saved in the contact record as they were in older versions of GoldMine and they are not saved in a separate notes table, as they are in GoldMine 8.x. In RedHorse, Notes are saved in the History table, and they have a special record type to identify them as Notes. This enables RedHorse to show them on the History Tab as well as the Notes Tab. What this means is that there are not two separate records where you could keep one and delete the other. But I think there is a good way to achieve what you are looking for.

In the scenario you described, I would recommend that the advisor first completes a normal history to record the notes from the call with the customer. This creates the historical  documentation of the call. Then if there are specific parts of the conversation that are appropriate as seaparate "Notes" in RedHorse, they could copy them into a Notes record on the Notes Tab. The history of the call is saved with the specifics as of the date of the call, and the Notes record can be modified/deleted at any time without affecting the historical documentation of the conversation with the customer.

Two other workarounds are:

The first is to continue using Notes and to begin the note with a "sort string" (for example 'AAA -- Type your note here...') and then sort the grid by the notes field.  When the note is no longer needed it can be completely deleted or the 'AAA' could be simply edited to be 'ZZZ -- Type your note here...' which would put it after the active notes the sorted notes grid.  That is the simple "path of least resistance" solution.

A second suggestion would be to use the Issues tab on the contact record.  When a note/issue was no longer needed it could be resolved and it would remain in the Issues tab but would appear in the Resolved grid.  In Admin you or your reseller would need to set up at least 2 Issue status codes for example 'Display' and 'Resolved'.  And you would need to designate 'Resolved' as the Resolved status.

Either of these methods would resolve your issue with little additional work or change of routine.