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Joel

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  1. 129 votes
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    Joel supported this idea  · 
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    Joel commented  · 

    I agree with this and would add that the note should update real time, even if the task hasn't been finished, because sometimes we might need to take a note on a task but we aren't able to complete it.

  2. 628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Joel supported this idea  · 
  3. 153 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Joel supported this idea  · 
  4. 15 votes
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    Joel shared this idea  · 
  5. 31 votes
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    Joel commented  · 

    Currently all of our contact's documentation is stored and shared on Microsoft SharePoint. It would be ideal if we could link to the shared folder as opposed to having to upload all documents and have documentation in two places.

    Joel supported this idea  · 

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