Matthew McLane
My feedback
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420 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Matthew McLane
supported this idea
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1,217 votes
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!
Matthew McLane
supported this idea
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202 votes
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!
Matthew McLane
supported this idea
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18 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Matthew McLane
supported this idea
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Add a feature set that allows filtering of several contacts, (not just one contact) for notes reporting. This is separate form the standard notes report. You can filter that one, but you can not filter the Notes Report that is generated from a list of contacts. (This generates a pdf file which is of course unalterable.) I've posted this before, but I don't think I was clear enough. Hopefully this clears it up.