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1. Note Category - Ability to select more than one category for a note

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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!

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   Alex Thomas commented  ·  July 31, 2018  ·  Delete…

   2 years later and still under review?! Can we please get an update on this? Having the ability to organize our clients into more than 1 category is essential and I'm surprised this isn't an option. We will be looking into other CRM's if this simple feature isn't feasible for RT.

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   Alex Thomas supported this idea  ·  July 31, 2018