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  1. Search Notes by linked account number

    36 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    MNA commented  · 

    Great idea! It doesn't make sense to me why it doesn't already to this.

    MNA supported this idea  · 

  2. Select multiple notes to make "actions" on

    33 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    MNA commented  · 

    It would be very helpful if when I am on the notes tab I can bulk link notes to a contact's account. I wish I could select as many notes a I want that link them all at once to an account.

    MNA shared this idea  · 

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