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1. 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  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Jul 3, 2019  ·  Delete…

   It would be nice to move notes up and down in sequence. Sometimes a note happened a few days earlier than the latest note added. Would like to be able to move it to date order

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   Anonymous supported this idea  ·  Jul 3, 2019

2. Customize Email viewing permissions

   491 votes

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   57 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!