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6 results found

1. Last Note Report

   1 vote

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Lisa Smith shared this idea  ·  Apr 9, 2024

2. Tracking who was Notified in a note

   33 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Lisa Smith supported this idea  ·  Apr 9, 2024

3. Ability to Tag Multiple Users When Adding a Note

   16 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Lisa Smith supported this idea  ·  Apr 9, 2024

4. See who was notified in Notes

   12 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Lisa Smith supported this idea  ·  Apr 9, 2024

5. Report that will run last Client Review date

   59 votes

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   2 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!

   Lisa Smith supported this idea  ·  Apr 9, 2024

6. put date on all notes and activities not "today"

   31 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Lisa Smith supported this idea  ·  Apr 9, 2024