Skip to content

Lauren Sigmon

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. NOTES -- Create limited "Draft" and permanent "FINAL" saves.

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Lauren Sigmon commented  · 

    Yes! I'd love to be able to save a draft of a note, send it to relevant co-workers for their review/additions, and THEN save the note as final.

    Lauren Sigmon supported this idea  · 

  2. auto save notes

    48 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lauren Sigmon supported this idea  · 

Feedback and Knowledge Base

(thinking…)