Would like the ability to have Notes templates in the CRM
other user suggestion similar to the functionality we would like.
"We would like to pull this template up in a note on the client and just take the notes straight into redtail on this form rather than write it during the meeting and then have to transfer it partially into redtail. This would save a lot of time if we could have that template in the notes that we could pull up and do during the meeting with the client."
Our team is thrilled to let you know that this issue has been addressed and added to Redtail CRM! You can read more about note templates here: