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1. Notes are NOT saved when an activity is accessed by multiple users!!!

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   5 comments  ·  Redtail CRM » Activities  ·  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  ·  Jan 6, 2021  ·  Delete…

   I agree that when I open an activity and it is already opened by another user it is IMPORTANT for a message to appear to signify this is a READ ONLY activity record. This would be valuable to be resolved immediately.

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   Anonymous supported this idea  ·  Jan 6, 2021