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4 results found

1. Sticky Notes to add to client file

   43 votes

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   1 comment  ·  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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   Kris supported this idea  ·  Feb 23, 2023

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

   169 votes

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   6 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!

   Kris supported this idea  ·  Feb 23, 2023

3. Add pinned notes to Latest Notes screen.

   84 votes

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   1 comment  ·  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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   Kris supported this idea  ·  Feb 23, 2023

4. Important Information

   82 votes

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   3 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Kris commented  ·  Feb 23, 2023  ·  Delete…

   Please, please, please implement this. This is such a basic CRM feature, I'm surprised it's not available. Make it optional, put a checkbox in Important information to "display upon opening client page" or something.

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   Kris supported this idea  ·  Feb 23, 2023