Janean O.
My feedback
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160 votes
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!
An error occurred while saving the comment Janean O.
supported this idea
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44 votes
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!
Janean O.
supported this idea
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We cover multiple topics when meetings with clients. Please add functionality that would allow us pick multiple categories when creating activities and notes. Multiple categories in notes and activities would improve our ability to refine searches and reports.