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Kelly Qualey

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  1. Notes - Click Button to Add to Household

    119 votes
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    7 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly Qualey commented  · 

    When adding an additional contact to a note, it would be nice if the linked spouse popped up right at the top of the names list, instead of having to scroll for it

    Kelly Qualey supported this idea  · 

  2. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kelly Qualey supported this idea  · 

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