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Robin Lee

← Customer Feedback for Redtail Technology

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  1. Notes

    143 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Robin Lee supported this idea  · 

  2. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Robin Lee supported this idea  · 

  3. Viewing Notes section

    131 votes
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    2 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Robin Lee commented  · 

    Agree 100%! Redtail, please change it back to the way it used to be. Advisors and support staff need to be able to search the notes for important details and have everything be easily viewable!

    Robin Lee supported this idea  · 

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