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  1. Notice of Contact with same name

    6 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    CK shared this idea  · 

  2. Faster/Easier Access to Old Notes

    3 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    CK shared this idea  · 

  3. Sticky Notes to add to client file

    43 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  4. Ability to enter a date for when the note occurred, not just when the note was created

    73 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    CK commented  · 

    in the meantime, we usually type the date and time that the phone call, conversation, event, task occurred at the top of each entry so we have the specific time that an event occurred even if we aren't able to enter the note right away.

  5. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    93 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    CK supported this idea  · 

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