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John G

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  1. 122 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Admin →
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    John G supported this idea  · 
  2. 153 votes
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  3. 658 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    John G supported this idea  · 
  4. 88 votes
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    John G supported this idea  · 
  5. 334 votes
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    John G supported this idea  · 
  6. 474 votes
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    John G supported this idea  · 
  7. 251 votes
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    John G supported this idea  · 
  8. 610 votes
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    John G supported this idea  · 
  9. 1,979 votes
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  10. 134 votes
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    John G supported this idea  · 
  11. 69 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    John G supported this idea  · 
  12. 332 votes
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    John G supported this idea  · 
  13. 397 votes
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    An error occurred while saving the comment
    John G commented  · 

    I would like to see an automatic notification feature added to note comments. When you add a comment to an existing note, I would like a notification to be sent to the original author of the note to let them know that someone else has added a comment to their note. I would also like the note with comment to be added to the today's overview screen so that the comment is visible and not missed.

    John G supported this idea  · 
    An error occurred while saving the comment
    John G commented  · 

    If a comment is added to a note, it should then appear in the Notes section of the Today's overview screen. comments should be treated as important as the original note.

  14. 245 votes
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    John G supported this idea  · 
  15. 208 votes
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    John G supported this idea  · 
  16. 225 votes
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    John G supported this idea  · 
  17. 152 votes
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    An error occurred while saving the comment
    John G commented  · 

    I think all notes should appear in the Notes section of the contact record. Currently, the notes attached to an opportunity are only visible when you have the specific opportunity opened. It would be nice if the Notes section of the contact record indicated if the note was associated with just a note, activity, workflow or opportunity.

    John G supported this idea  · 
  18. 285 votes
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    John G supported this idea  · 
  19. 257 votes
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  20. 1,389 votes
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    John G supported this idea  · 
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