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Sandy

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  1. Notes

    143 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Sandy supported this idea  · 

  2. Viewing Notes section

    131 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Sandy supported this idea  · 
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    Sandy commented  · 

    If a person is clicking "notes" then they want to see the notes without additional clicks in and out of each. This 1) is time consuming and 2) a perfect way to miss important information. This is not conducive to efficiency.

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