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

   176 votes

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   6 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  ·  Dec 6, 2022

2. My Rep Chat Note Categories

   11 votes

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