How can we improve Redtail Technology's CRM?

note

Please add the option to toggle off the number of Notes displayed in "Notes By User - All Time" on the main Notes tab of the CRM, or add the option to limit this to Notes added by the user viewing that page.

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Joseph shared this idea · Jan 23, 2026 · Report… · Admin →

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Redtail CRM: Notes

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Accounts 124
Activities 267
Alerts and Warnings 32
Artificial Intelligence 6
Automations 99
Broadcast Email 26
Bulk Actions 30
Calendar 222
Client Reviews 48
Contact Add Screen 16
Contact Record 182
Custom Exports 53
Documents 37
Email 61
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Keywords 2
Know Your Client 68
Memberships 25
Mobile App 19
Notes 161
Notifications 40
Opportunities 61
Other 108
Reports, Exports & PDFs 112
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Search, QuickLists & Tag Groups 52
Seminar 17
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Timeline 9
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How can we improve Redtail Technology's CRM?

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Redtail CRM: Notes

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Redtail CRM: Notes

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