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Deanna Mouat

← Customer Feedback for Redtail Technology

My feedback

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  1. Attach file to an existing note from main contact screen

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Deanna Mouat supported this idea  · 

  2. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    87 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Deanna Mouat supported this idea  · 

  3. Reg BI, CRS, etc.

    23 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Deanna Mouat supported this idea  · 

  4. Edit a client note

    25 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Deanna Mouat commented  · 

    Yes, and the edit feature should allow you to add documents. Instead of having to delete the note and rewrite it in order to include the document

    Deanna Mouat supported this idea  · 

  5. Notes

    50 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Deanna Mouat commented  · 

    It would also help if during the edit of the note if we could add a document, instead of deleting the note and having to rewrite it in order to include the document (especially when it is being added to an older note and you don't want to have to change the note date

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