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Nathan

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  1. password

    4 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Nathan shared this idea  · 

  2. Activity notes in mobile app

    41 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Nathan commented  · 

    I second this idea. Linked notes are critical to maintaining an accurate log for compliance purposes. We use it all the time in the browser. It would be great to add them to activities in the mobile app instead of putting notes in the description and hoping to remember to copy and paste to Linked Notes later when I'm at my desktop.

    Nathan supported this idea  · 

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