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1. Linked Notes in Opportunities

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   3 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Stephen Boatman commented  ·  May 23, 2017  ·  Delete…

   I would appreciate it if the opportunities notes automatically updated to the client profile as a new note

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   Stephen Boatman supported this idea  ·  May 23, 2017