Hollie Crabtree
My feedback
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36 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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Hollie Crabtree
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29 votesHollie Crabtree
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37 votesHollie Crabtree
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34 votes
An error occurred while saving the comment An error occurred while saving the comment Hollie Crabtree
commented
So... there is a long drawn out way to do this...
Reports
Notes by Contact
Filter
>Pick date<
>Note Text< -
56 votesHollie Crabtree
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31 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Hollie Crabtree
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85 votesHollie Crabtree
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382 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Hollie Crabtree
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57 votesHollie Crabtree
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66 votesHollie Crabtree
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You can setup note categories- this is how I seperate:
Incoming/Outgoing Calls
Dictations
Important Info
ETC
You can then search for those categories through the reports section.
To set up note categories:
1. Click your name in top right hand corner
2. Manage Your Account
3. Manage Database Lists
4. (On the right- Under Activities and Notes) Choose Categories
5. Chose Categories
THEN...
Create Note Template
Redtail has a how to guide on this one.. its very easy to understand. find it by clicking the ? on top right hand corner of CRM, Redtail Helpdesk, Type "Note Template" in the search bar and VOILA!