Anonymous

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Show note comments on timeline

    331 votes
    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous commented  · 

    Please update comments so that they fully appear and default to being displayed. Otherwise, I have to click on the comments button to expand them. We usually keyword search to find things in our RT notes, and you can’t do that if the comments are truncated.

    Anonymous supported this idea  · 

  2. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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