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1. Add Opportunity Notes to Linked Contacts

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   12 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Sep 21, 2015  ·  Delete…

   It would be great if the opportunities section of redtail was linked to the contacts note section so that any notes made in opportunities would then automatically feed and be captured in the notes section of the contacts redtail page.

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   Anonymous supported this idea  ·  Sep 21, 2015