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1. Edit Notes

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   9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   David Umstead commented  ·  Dec 29, 2023  ·  Delete…

   It is a pain to have to delete the note and start over to make an edit. We do not see the ability to edit as a compliance issue. Especially if deleting the note is allowed anyway.

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   David Umstead supported this idea  ·  Dec 29, 2023