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1. Add Opportunity Notes to Linked Contacts

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

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Courtney commented  ·  Jul 18, 2017  ·  Delete…

   I would like the notes that I save within an opportunity to automatically be saved/linked in the contact record notes section. This way all notes that deal with the contact would be available in their main notes module as well as within a specific opportunity.

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   Courtney supported this idea  ·  Jul 18, 2017