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Anthony Pfaff

← Customer Feedback for Redtail Technology

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  1. Viewing Notes section

    131 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anthony Pfaff supported this idea  · 

  2. Notes

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

  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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    Anthony Pfaff supported this idea  · 
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    Anthony Pfaff commented  · 

    The most valuable source we seek is time and convenience. It is time consuming and inconvenient to "open" up multiple notes over multiple months or years to ensure you catch up on a client's history before a meeting or during a conversation. I can see that extensive notes may be problematic for some CRM users. I agree, that if this could be converted to an optional "preference" that would be much better use for all clients of RedTail. Thank you.

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