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1. Notes are NOT saved when an activity is accessed by multiple users!!!

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   5 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!

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   Ramona Dubray commented  ·  Oct 17, 2024  ·  Delete…

   I see this feature request is 5 years old, and has not been addressed. I appreciate so much about this CRM and the customer service is top notch, BUT we need to know that the information we enter is going to be saved. My office will lose countless minutes over the course of a day having to confirm the information they entered was saved. This adds up to days of lost productivity over the course of a year.

   Please either create a banner that says shows the name of an employee that has it open or make it read only so that crucial information is not lost.

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