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Katie

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  1. filter notes by user in contact

    25 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Katie supported this idea  · 
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    Katie commented  · 

    Please add filter for user who posted the note. See Chelsea's comment below. We have a team and everyone notes on each client, so it would be SUPER helpful if I can filter notes to a certain member (like me).

  2. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Katie supported this idea  · 

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