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John

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  1. Expand Automation Options

    151 votes
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    7 comments  ·  Redtail CRM » Automations  ·  Admin →
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    John supported this idea  · 

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

    169 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    John commented  · 

    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.

    John supported this idea  · 

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