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1. It would be extremely efficient for our office to be able to filter notes on the dashboard by user.

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   4 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   John B supported this idea  ·  October 13, 2015
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   John B commented  ·  October 08, 2015  ·  Delete…

   when I log in on Overview screen, I see all notes for all users. Need an an option to filter for one or multiple users. Users would like to be able to save these preferences so that when they log out and log back in, the filter(s) are saved

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