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Katie

← Customer Feedback for Redtail Technology

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  1. filter notes by user in contact

    24 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Katie supported this idea  · 
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    Katie commented  · 

    Please add filter for user who posted the note. See Chelsea's comment below. We have a team and everyone notes on each client, so it would be SUPER helpful if I can filter notes to a certain member (like me).

  2. search note

    51 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Katie commented  · 

    We use the search feature in the notes tab all the time and it would VERY helpful if the word we searched for with show up in bold or be highlighted (like in adobe or Word)

    Katie supported this idea  · 

  3. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Katie supported this idea  · 

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