Notes
Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased
31
votes
Anonymous
shared this idea
How can we improve Redtail Technology's CRM?
Anonymous
shared this idea
New and returning users may sign in
We're glad you're here
Please sign in to leave feedback
Signed in as
(Sign out)
Feedback
Redtail CRM: Notes
Categories
- Post a new idea…
- All ideas
- My feedback
- Accounts 116
- Activities 244
- Alerts and Warnings 28
- Artificial Intelligence 6
- Automations 89
- Broadcast Email 25
- Bulk Actions 29
- Calendar 213
- Client Reviews 38
- Contact Add Screen 14
- Contact Record 167
- Custom Exports 46
- Documents 35
- Email 53
- Family 35
- Integrations 75
- Keywords 2
- Know Your Client 62
- Memberships 25
- Mobile App 15
- Notes 151
- Notifications 38
- Opportunities 53
- Other 97
- Reports, Exports & PDFs 102
- Retriever Cloud 3
- Search, QuickLists & Tag Groups 42
- Seminar 15
- Settings & Preferences 52
- Templates 15
- Timeline 9
- Today's Overview 33
- Workflows 146
Feedback and Knowledge Base
-
Searching…
No results.
Clear search results
-
Give feedback
- Redtail CRM 2,075 ideas
- Redtail Email 7 ideas
- Redtail Imaging 47 ideas
- Redtail Speak 48 ideas
-
Redtail Technology