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11 results found

1. 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  ·  Jan 17, 2023

2. auto save notes

   45 votes

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

3. 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  ·  Jan 17, 2023

4. Notify User in Note

   85 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  ·  Jan 17, 2023

5. 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  ·  Jan 17, 2023

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

   73 votes

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   5 comments  ·  Redtail CRM » Notes  ·  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!

   Shirley Jones supported this idea  ·  Jan 17, 2023

7. ACTIVITY NOTE

   15 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Shirley Jones supported this idea  ·  Jan 17, 2023

8. copy note

   32 votes

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

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

   90 votes

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

10. E-mail notifications for comments on existing notes

    394 votes

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    33 comments  ·  Redtail CRM » Notifications  ·  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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    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  ·  Jan 17, 2023

11. 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

    425 votes

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    30 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!

    We're glad you're here

    Please sign in to leave feedback

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    Close

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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  ·  Jan 17, 2023