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  1. 386 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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  2. 425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. 96 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. 28 votes
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    Anonymous supported this idea  · 
  5. 285 votes
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  6. 108 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.

  7. 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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