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Robin Lee

← Customer Feedback for Redtail Technology

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6 results found

  1. Restore full note view to inlude the full note, start date and complete date.

    174 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Robin Lee supported this idea  · 

  2. Go back to being able to see a complete note without having to click on each one.

    81 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Robin Lee supported this idea  · 

  3. Notes

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

  4. 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  · 

  5. We need to be able to view completed Activity notes

    59 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Robin Lee supported this idea  · 

  6. 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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