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   2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Nate supported this idea  ·  Sep 30, 2020
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   Nate commented  ·  Sep 30, 2020  ·  Delete…

   I agree whole heartedly! As an Investment Advisor with compliance requirements, having the notes history open so that I can word search is an EXTREMELY important feature to me (and probably to regulators as well). In fact, 99% of the time this is the only feature I use on Redtail CRM, so I hope you'll seriously consider changing it back!

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