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  1. 119 votes
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    7 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    We would like to be able to go into a setting to opt in for notes to automatically copy to anyone linked to the client (spouses). At this time we manually copy to spouses, but since we do this every time, we'd like to be able to set it up to do so automatically.

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  2. 388 votes
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    Anonymous commented  · 

    Along the same lines, I would like to set it up so that when I add a note, whether primary or secondary, it would automatically copy to the spouse. I currently add the spouse's name to the "copy to" field for primary notes. For secondary notes, I need to copy and paste to the spouse.

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