Nina
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74 votes
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!
Nina
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19 votes
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!
An error occurred while saving the comment Nina
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49 votesNina
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I upload my OneNotes files the CRM every Friday. There are approximately 20 sections and each one gets its own section in CRM documents. After I upload the new week's information, I do not need the previous week's uploads anymore. It is very time consuming to have to delete eachone individually. Please elevate consideration of this feature. Thank you