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Annie Furst

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  1. 82 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Annie Furst commented  · 

    It would be helpful to know if you previously notified a user/team in a note made under a contact. It only shows the user who added the note, so there's no record of notifying anyone else regarding the note.

    Annie Furst supported this idea  · 
  2. 388 votes
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    Annie Furst supported this idea  · 
  3. 189 votes
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    Annie Furst commented  · 

    A paperclip would be great or even a number indicating how many documents are attached to that contact.

    Annie Furst supported this idea  · 

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