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1. Pinned note(s) show first on main Contact Screen Note Box

   157 votes

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   5 comments  ·  Redtail CRM » Notes  ·  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!

   Jess supported this idea  ·  December 06, 2022

2. Post it note pop up when on client

   7 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Jess supported this idea  ·  December 06, 2022

3. My Rep Chat Note Categories

   8 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Jess shared this idea  ·  June 10, 2022