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  1. 143 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  2. 218 votes
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  3. 3 votes
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  4. 28 votes
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  5. 23 votes
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  6. 6 votes
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  7. 122 votes
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    Anonymous supported this idea  · 
  8. 96 votes
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    Redtail has read this 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!

    Anonymous supported this idea  · 
  9. 49 votes
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  10. 239 votes
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    Anonymous supported this idea  · 
  11. 1,946 votes
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  12. 8 votes
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    Anonymous supported this idea  · 
  13. 178 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    as stated previously, it seems only logical that the system should allow for the same privacy settings allowed in tasks to be set on workflows as well. For a team with multiple advisors, this is absolutely crucial to operation concerns

  14. 364 votes
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    Anonymous supported this idea  · 
  15. 596 votes
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  16. 31 votes
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    Anonymous supported this idea  · 
  17. 24 votes
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    Anonymous supported this idea  · 
  18. 18 votes
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    Anonymous supported this idea  · 
  19. 18 votes
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    Anonymous commented  · 

    this could be SUPER helpful in creating a more Project oriented page, list of outstanding that could be "grouped" in some way as well?

    Anonymous supported this idea  · 
  20. 8 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    I have had to enter 10-12 tickets during a recent transition and tracking each ticket is becoming WILDLY confusing, in addition to the nonsensical duplication of emails( one to say we talked and another entirely separate one to detail the issue presented)!!!!!

    You're making an already tense situation harder when trying to determine for an advisor where any of the resolutions stand.

    Anonymous supported this idea  · 
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