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1. Post it note pop up when on client

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Lynne shared this idea  ·  Mar 23, 2022

2. Customize Personal Profile Form

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   40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Lynne supported this idea  ·  Dec 4, 2018