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← Customer Feedback for Redtail Technology

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  1. Easier access to old notes

    18 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    This is so important for our business. We frequently need to access notes from previous years and it is so time consuming, tedious and frustrating. It would be so helpful if at the bottom of the notes screen it had page numbers to jump to (like when you're shopping online). You could quickly skip to previous years without the endless scrolling.

  2. Preferences - Only past due and next 30 day tasks appear on client record

    6 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Anonymous supported this idea  · 

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