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Russell Harris

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  1. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    31 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Russell Harris commented  · 

    I agree. The ability to search all notes would be very helpful. Right now, we have to use a different platform, such evernote, to get this capability and then integrate them into this system. It'd be great if redtail had this function itself, eliminating the need for this integration which is slow and cumbersome.

    Russell Harris supported this idea  · 

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