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  1. 31 votes
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  2. 31 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  3. 69 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  4. 16 votes
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  5. 13 votes
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  6. 31 votes
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  7. 19 votes
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  8. 23 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  9. 52 votes
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    An error occurred while saving the comment
    Anonymous commented  · 

    Agreed, this would be a very helpful feature. The date/ time/ initials stamp for the description section of Redtail activities would cut down on the typing time and typos in activities that are moved from day to day and/or from person to person (which is very frequent in our firm). Thus, the progress notes from each day's/person's works would be clear.

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  10. 63 votes
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    Anonymous commented  · 

    Agreed. It would be helpful to at least link Contact-level notes and activities to the Opportunity instead of only linking workflows.

    Anonymous supported this idea  · 

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