CK

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My feedback

5 results found

  1. Notice of Contact with same name

    6 votes
    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?
    CK shared this idea  · 

  2. Faster/Easier Access to Old Notes

    3 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    CK shared this idea  · 

  3. Sticky Notes to add to client file

    43 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    CK supported this idea  · 

  4. Ability to enter a date for when the note occurred, not just when the note was created

    76 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    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
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    CK supported this idea  · 

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