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1. calendar color coding each calendar user

   24 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Shirley Jones shared this idea  ·  January 17, 2023

2. Please add ability to edit notes

   26 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Shirley Jones supported this idea  ·  January 17, 2023

3. auto save notes

   42 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Shirley Jones supported this idea  ·  January 17, 2023

4. Ability to edit a note

   23 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Shirley Jones supported this idea  ·  January 17, 2023

5. Timestamp on Notes should be the time the note was STARTED, not the time the note was finished.

   9 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Shirley Jones supported this idea  ·  January 17, 2023

6. Notes e-Mail Notification - display full note

   17 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Shirley Jones supported this idea  ·  January 17, 2023

7. Attach a document in a note

   19 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Shirley Jones supported this idea  ·  January 17, 2023

8. Notify User in Note

   82 votes

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   4 comments  ·  Redtail CRM » Notes  ·  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!

   Shirley Jones supported this idea  ·  January 17, 2023

9. Edit a client note

   25 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Shirley Jones supported this idea  ·  January 17, 2023

10. Ability to enter a date for when the note occurred, not just when the note was created

    73 votes

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    3 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Shirley Jones supported this idea  ·  January 17, 2023

11. ACTIVITY NOTE

    14 votes

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    2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

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    Shirley Jones supported this idea  ·  January 17, 2023

12. copy note

    26 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Shirley Jones supported this idea  ·  January 17, 2023

13. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    87 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
    How important is this to you?

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    Shirley Jones supported this idea  ·  January 17, 2023

14. Link note to existing task/activity

    2 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
    How important is this to you?

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    Shirley Jones supported this idea  ·  January 17, 2023

15. E-mail notifications for comments on existing notes

    391 votes

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    33 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Shirley Jones supported this idea  ·  January 17, 2023

16. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes

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    29 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
    How important is this to you?

    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!

    Shirley Jones supported this idea  ·  January 17, 2023