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1. Pin a note at the same time you create it

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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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   emily wade adams commented  ·  Sep 12, 2024  ·  Delete…

   Yes please!

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   emily wade adams supported this idea  ·  Sep 12, 2024

2. merge duplicate UDFs

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   emily wade adams shared this idea  ·  Aug 21, 2024