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1. Expand Automation Options

   152 votes

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   7 comments  ·  Redtail CRM » Automations  ·  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!

   John supported this idea  ·  Nov 17, 2020

2. Pinned note(s) show first on main Contact Screen Note Box

   169 votes

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   6 comments  ·  Redtail CRM » Notes  ·  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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   John commented  ·  Aug 20, 2019  ·  Delete…

   This is a no-brainer and fits with how "Timelines" work on Facebook and other social media. The purpose of a pinned note is to serve as a reminder. We never click the "Notes" area because the most important Notes for a client are on their main client page. The ability to see not only the latest notes, but with a pinned note at the top should be a standard feature.

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   John supported this idea  ·  Aug 20, 2019