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5 results found

1. link an existing note to an existing activity

   96 votes

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   9 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!

   Judy L Gerbig supported this idea  ·  Jan 30, 2024

2. linking old notes to new activities

   3 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Judy L Gerbig shared this idea  ·  Jan 19, 2024

3. Allow for chosing colored text in activities and notes, and provide spellcheck.

   22 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Judy L Gerbig supported this idea  ·  Jan 19, 2024

4. Linking spousal activities and notes

   15 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Judy L Gerbig supported this idea  ·  Jan 19, 2024

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

   348 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!

   Judy L Gerbig supported this idea  ·  Jan 19, 2024