My feedback

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1. I would love to see some shortcut typing option or autocorrect as you go along in the notes.

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Nancy Conners supported this idea  ·  November 20, 2023

2. Desperately need SPELLCHECK! Not just on mobile app either.

   23 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Nancy Conners supported this idea  ·  November 20, 2023

3. Allow for chosing colored text in activities and notes, and provide spellcheck.

   21 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Nancy Conners supported this idea  ·  November 20, 2023

4. Create a search for missing client review data

   79 votes

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   1 comment  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Nancy Conners supported this idea  ·  October 18, 2019

5. Custom Trigger Events

   200 votes

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   18 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Nancy Conners supported this idea  ·  October 18, 2019
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   Nancy Conners commented  ·  October 18, 2019  ·  Delete…

   If note is added by a specific user - notify CSA

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