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1. Ability to turn on/off the automatic notes generated from completed workflows & activities

   10 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kimberly A Ritter supported this idea  ·  Nov 14, 2023

2. Excel feature

   6 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kimberly A Ritter supported this idea  ·  Nov 14, 2023

3. Allow to choose to use actual dates in notes

   15 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kimberly A Ritter supported this idea  ·  Nov 14, 2023

4. Plz Increase Size of Note Text Box

   6 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kimberly A Ritter supported this idea  ·  Nov 14, 2023

5. Ability to create activites and workflows from Notes report

   6 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kimberly A Ritter shared this idea  ·  Nov 14, 2023

6. Linking Activities, Workflows, Notes, Documents, & Opportunities

   361 votes

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   14 comments  ·  Redtail CRM » Activities  ·  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!

   Kimberly A Ritter supported this idea  ·  Nov 14, 2023