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  1. Have categories for notes, so you when add notes, you can put it in a category.

    6 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous shared this idea  · 

  2. Upload documents to Activities would be great, just like how we can now upload docs to notes

    9 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. E-mail notifications for comments on existing notes

    391 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    It would be great if the person you tagged in the note could leave a comment, as they can, but if the original note posted could get notified, like wise if the original note poster replied to a comment, that other person would then be notified as well.

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    Anonymous commented  · 

    When a note is created, we should be able to notify multiple people, as many as we need, but at least 2-3 would be nice. Also when a comment is posted on a note, it should notify all that were originally to be notified in the original note and it should notify the person who did the original note.

    Anonymous supported this idea  · 

  4. @mention for Note User Notification in Alerts Bell

    67 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Anonymous commented  · 

    It would be great if when doing a note it tagged the people that you notified. For example, the clients name is on the right of the note, it would be great if the note listed the names for the team members that were notified on the left, or somewhere. This way people can't say they didn't see it etc... This way a person would know if they tagged someone in the note or if they forgot...

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