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← Customer Feedback for Redtail Technology

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3 results found

  1. Data Entry when Adding Documents

    60 votes
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    6 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous commented  · 

    It would be great to be able to select the category when uploading a document. Now I have to upload the document, then come back in and "edit" to select the category.

    Anonymous supported this idea  · 

  2. Pinned note(s) show first on main Contact Screen Note Box

    157 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous 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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    Anonymous supported this idea  · 

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