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1. Our office would like to have each user see only the notes for their clients on the dashboard

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Michelle Kostyal shared this idea  ·  Oct 4, 2024

2. filter notes by user in contact

   25 votes

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   3 comments  ·  Redtail CRM » Contact Record  ·  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!

   Michelle Kostyal supported this idea  ·  Oct 4, 2024