Katie

← Customer Feedback for Redtail Technology

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2 results found

  1. filter notes by user in contact

    25 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Katie supported this idea  · 
    An error occurred while saving the comment
    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
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Katie supported this idea  · 

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