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1. Pinned Notes Should Appear On Client Dashboard

   10 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Brandon Hurckes shared this idea  ·  Apr 9, 2025

2. Pinned Notes Should Appear On Client Dashboard

   7 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Brandon Hurckes shared this idea  ·  Apr 9, 2025

3. Pinned note(s) show first on main Contact Screen Note Box

   176 votes

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   6 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!

   Brandon Hurckes supported this idea  ·  Apr 9, 2025

4. Add pinned notes to Latest Notes screen.

   96 votes

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   2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Brandon Hurckes supported this idea  ·  Apr 9, 2025
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   Brandon Hurckes commented  ·  Apr 9, 2025  ·  Delete…

   I came here to post this exact same idea. This seems like common sense. But unfortunately I noticed that the date of the improvement request is from 2020 with no adjustment.

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5. Sort clients by distance

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Brandon Hurckes shared this idea  ·  Nov 13, 2024