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

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Lauren Sigmon commented  ·  Aug 28, 2024  ·  Delete…

   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.

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   Lauren Sigmon supported this idea  ·  Aug 28, 2024

2. auto save notes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Lauren Sigmon supported this idea  ·  Aug 28, 2024