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1. Notes are NOT saved when an activity is accessed by multiple users!!!

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   5 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Annette Rose commented  ·  Apr 2, 2019  ·  Delete…

   We have been losing notes that could cause great issue for record retention, this is very important to get resolved immediately.

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   Annette Rose shared this idea  ·  Apr 2, 2019