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1. Pinned note(s) show first on main Contact Screen Note Box

   157 votes

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   5 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Melody Lowe supported this idea  ·  September 16, 2021

2. Add pinned notes to Latest Notes screen.

   84 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Melody Lowe supported this idea  ·  September 16, 2021
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   Melody Lowe commented  ·  September 16, 2021  ·  Delete…

   Please do this - The point of a pinned note is not to have to go to another screen to find that important information.

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