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1. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

   115 votes

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   14 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Marisa Monachino supported this idea  ·  Jan 20, 2025

2. Important Information Banner

   33 votes

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   0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Marisa Monachino supported this idea  ·  Jan 20, 2025

3. Important Information

   88 votes

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   4 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Marisa Monachino supported this idea  ·  Jan 20, 2025

4. Activity report based on date activity was created

   86 votes

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   5 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Marisa Monachino supported this idea  ·  Jan 20, 2025

5. Client Contact Card - Important Information

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Marisa Monachino shared this idea  ·  Jan 20, 2025