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1. Auto Link Married Couples' Notes

   22 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kara Branson supported this idea  ·  Jul 23, 2025

2. Delete Notes

   5 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kara Branson supported this idea  ·  Jul 23, 2025

3. Add a Project feature to the left side menu so we can add projects that we're working on

   3 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Kara Branson shared this idea  ·  Jul 23, 2025