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1. 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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   Serena supported this idea  ·  Jan 25, 2024

2. Sticky Notes to add to client file

   43 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Serena supported this idea  ·  Jan 25, 2024

3. ability to filter notes by user and timeline

   3 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Serena shared this idea  ·  Jan 25, 2024