Allen Ramsey

My feedback

3 results found

1. Ability to enter a date for when the note occurred, not just when the note was created

   82 votes

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   5 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!

   Allen Ramsey supported this idea  ·  Apr 29, 2026

2. date of notes

   9 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Allen Ramsey supported this idea  ·  Apr 29, 2026

3. link to activity

   3 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Allen Ramsey supported this idea  ·  Apr 29, 2026
   Allen Ramsey shared this idea  ·  Feb 12, 2026