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1. Copy notes from one record to another record in bulk

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   3 comments  ·  Redtail CRM » Notes  ·  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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   Shawna Dellos commented  ·  January 04, 2018  ·  Delete…

   At the moment there is only an option to Move All notes to another contact record and copy each individual note to another record. I would like to Copy All notes to another record.

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   Shawna Dellos supported this idea  ·  January 04, 2018