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Melissa Dalton

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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Melissa Dalton commented  · 

    When you have copied a note to another contact, it does not update in the other contact. For example, if I copy a note to the spouse when I go in and add a comment or change the category the "copied" note should be updated as well. It makes it hard to keep accurate records and have the most up to date information when the notes are not updating for both spouses.

    Melissa Dalton supported this idea  · 

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