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1. 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!

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   Holly C Shelton commented  ·  Jan 10, 2024  ·  Delete…

   Yes, this had been my biggest frustration. Please fix this. The suggestion to have a date it was created and the date it occurred would work. Or have the date it was created hidden and the date it occurred viewed on notes list and in order.

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   Holly C Shelton supported this idea  ·  Jan 10, 2024

2. date of notes

   3 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Holly C Shelton shared this idea  ·  Jan 10, 2024

3. Please make it so we can REORDER notes and edit the date of them!

   25 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Holly C Shelton supported this idea  ·  Jan 10, 2024

4. inserting notes

   12 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Holly C Shelton supported this idea  ·  Jan 10, 2024