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Kay Williams

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  1. 14 votes
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    Kay Williams supported this idea  · 
  2. 22 votes
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  3. 165 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    An error occurred while saving the comment
    Kay Williams commented  · 

    From a compliance perspective they can not.
    Best Work Around: copy same note, edit it and then delete old note.

  4. 22 votes
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  5. 24 votes
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  6. 18 votes
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  7. 24 votes
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  8. 18 votes
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  9. 143 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Kay Williams supported this idea  · 
  10. 45 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kay Williams supported this idea  · 
  11. 84 votes
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  12. 56 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kay Williams supported this idea  · 
  13. 20 votes
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  14. 34 votes
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    An error occurred while saving the comment
    Kay Williams commented  · 

    i believe there is an auto save every 25 key strokes under "draft" in the NOTES feature but not under ACTIVITY feature. It would be nice, but my work around is open multiple tabs for your different projects ( i always keep at least 3 redtail tabs open - calendar, contacts, and today) and keep the activity open until you save how you want the Activity description to look. A safe feature i do is i ALWAYS copy the info in description PRIOR to saving the activity just in case i get the unicorn.

  15. 77 votes
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  16. 36 votes
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  17. 25 votes
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    Kay Williams supported this idea  · 
  18. 96 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  19. 137 votes
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  20. 99 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kay Williams supported this idea  · 
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