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Rick McCallister

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  1. 34 votes
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  2. 141 votes
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  3. 79 votes
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  4. 108 votes
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    10 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 
  5. 1,855 votes
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  6. 432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    An error occurred while saving the comment
    Rick McCallister commented  · 

    Threaded notes - it would so helpful to be able to create note threads, kind of like a message board. For example, client calls, we call back, client calls again leaves a more detailed message, etc. If those were all in one thread it would be much easier to follow communication, as opposed to how it is now with multiple separate notes.

    Comments are close, but don't quite capture the concept because they're not searchable and certainly are not very visable that there are even comments made to a note.

    An error occurred while saving the comment
    Rick McCallister commented  · 

    This is a real issue, it is way to easy to overlook comments. Even if they're slow to load, we need an option to have them automatically expand - perhaps in preferences. This would need to be a default at the user level so that they always expand to ensure that comments are not missed.

    At a minimum, a different color, bold, something to make the fact that comments exist stand out.

    Rick McCallister supported this idea  · 
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    Rick McCallister commented  · 

    I was told the comment fields don't display because of speed of loading. Perhaps, but people use this in different ways. I want those comments to be open so I can see them, otherwise is it very easy to miss them. At least give the user an option as to whether comments should be automatically expended or not.

  7. 1,407 votes
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    Rick McCallister supported this idea  · 
  8. 803 votes
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  9. 1,985 votes
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  10. 334 votes
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  11. 886 votes
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  12. 736 votes
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  13. 251 votes
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  14. 103 votes
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    10 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 
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    Rick McCallister commented  · 

    Agree 100%.

  15. 46 votes
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  16. 438 votes
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  17. 8 votes
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    Rick McCallister shared this idea  · 
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