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  1. 19 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Thank you for doing this!!! You made my day!

  2. 383 votes
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    Anonymous commented  · 

    Please do this!!! It is very frustrating when trying to find out if someone in the office set an appointment that may be more than 6 months out. We have to guess on dates to figure out if there was an appointment which is time consuming. If we guess wrong, and there is an appointment, we look bad trying to make another.

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  3. 420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. 36 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. 93 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 
  6. 211 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    In order to print in portrait: click print, open pdf (in chrome it forces a save of the pdf, this is highly annoying, time consuming and a waste of space), click Edit pdf on right (only available w/ premium Adobe that I am aware of), click the body of the note so it outlines, click on the top edge of the note (not a dot) so that the "move" icon shows, drag and drop it below the note info (date, time, etc). Click print - on the print box - under page sizing & handling, click actual size and portrait orientation. the print preview will look funny, but prints OK. This is the only way I have found to be able to print notes in portrait. It is a real pain!!

  7. 28 votes
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    Anonymous supported this idea  · 
  8. 20 votes
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  9. 276 votes
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  10. 22 votes
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    Anonymous supported this idea  · 
  11. 105 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Microsoft Outlook does this well - please take a look at that program for ideas how to do this on Redtail. Thank you.

  12. 346 votes
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    Anonymous commented  · 

    This would be very helpful since I am in the process of creating workflows, and automating them. The ability to print to make notes as they are used to improve the process would be very beneficial.

    Anonymous supported this idea  · 

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