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7 results found

1. Ability to Print Notes by Contact that shows the Comments

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Kelly Schmidt shared this idea  ·  Sep 26, 2023

2. Notes

   31 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kelly Schmidt supported this idea  ·  Sep 26, 2023

3. make comments and linked documents part of the notes search

   34 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Kelly Schmidt supported this idea  ·  Sep 26, 2023

4. Show note comments on timeline

   334 votes

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   10 comments  ·  Redtail CRM » Timeline  ·  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!

   Kelly Schmidt supported this idea  ·  Sep 26, 2023

5. notes comments should be viewable on the notes screen without having to click on them

   51 votes

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   3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Kelly Schmidt supported this idea  ·  Sep 26, 2023

6. Show Comments in the Notes

   23 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kelly Schmidt supported this idea  ·  Sep 26, 2023

7. need all fields available to select from for custom reporting

   942 votes

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   83 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Kelly Schmidt supported this idea  ·  Jan 22, 2014