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Don G

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  1. Activities saved as draft

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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Don G commented  · 

    Thought I'd update this thread, since I was looking and came here and assumed this hadn't been updated yet. Upon further research I found that Drafts are saved now. If you've lost a note because it wasn't saved before an exit/logout, go to the contact and add a new note. Towards the bottom of the note screen you'll see a 'Show Drafts' link. Click on it, and if you were editing a note in that contact before, you should see it. You can then copy and paste it into your new note and save it. See https://help.redtailtechnology.com/hc/en-us/articles/203979210

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