My feedback

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1. Select multiple notes to make "actions" on

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   2 comments  ·  Redtail CRM » Bulk Actions  ·  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!

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   Brian commented  ·  Mar 12, 2020  ·  Delete…

   Also, in the notes section where it says options, move notes, the ability to select what notes you want to move. It is frustrating when an advisor sees this and thinks they are just moving the one note and then all the clients notes since we started using redtail end up being moved and have to be moved over one by one.

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