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Rick McCallister

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  1. 394 votes
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  2. 119 votes
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  3. 34 votes
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  4. 131 votes
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  5. 428 votes
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  6. 72 votes
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  7. 96 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 
  8. 1,271 votes
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    Rick McCallister supported this idea  · 
  9. 425 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.

  10. 1,371 votes
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  11. 782 votes
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    Rick McCallister supported this idea  · 
  12. 1,963 votes
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  13. 328 votes
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  14. 861 votes
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  15. 735 votes
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  16. 249 votes
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  17. 99 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Rick McCallister supported this idea  · 
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    Rick McCallister commented  · 

    Agree 100%.

  18. 43 votes
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    Rick McCallister supported this idea  · 
  19. 570 votes
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  20. 421 votes
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