Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
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187 results found
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@ Note Feature from Home Page
While trying out one of your competitors, they had a box on the Home Page that you could just type @JohnDoe and it would pull up the clients name and you could type out a note about the client, and it would automatically be added to the clients note section. For example:
"I left a message with @JohnDoe" or "@JaneDoe called about her account, next steps are... "
It was incredibly handy for entering client notes without having to go into their page... saved multiple mouse clicks.
14 votes -
Add photo images to Notes section of client profile
We use super-sized 3M chart paper during our in-office client meetings and would love to be able to snap an image of them to apply to the Notes section, or elsewhere to make them readily available for future reference in follow-up calls and meetings. This could also be handy when clients and contacts attend our social events, and we'd like to record fun photos that have become a part of our relationship with them.
13 votesThe 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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tagging contact in notes with @ sign or some other way
I'd like to see a way to link another contact in someone's notes...example.
"Nancy called today and told me to call her brother @Robert Killian. He just retired and is looking for help."
Then Robert Killian is a hyperlink to click on to go directly to his contact record.13 votesRedtail’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!
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13 votes
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seperate texts from Client Notes
Clients texts and Notes should be under separate tabs.
Together, they push important notes too far down the list.13 votes -
print note history
The good point to keep notes in the client file is to save on paper and keep all the notes in once place. However, it would be nice to have the option to select and print out more than one note at a time if needed. To expand on that, the ability to print out the whole note history if needed. The option to only print out one note at a time is helpful, but if more than one is needed, the option to do that should be made available as well. Thank you for your consideration.
13 votes -
ADD THE ABILITY TO CHANGE THE DATE AND TIME OF A NOTE.
FCC HAS A VERY SIMILAR CRM AS REDTAIL. ONE FEATURE THAT WAS USEFUL WAS THE ABILITY TO ADJUST THE TIME AND DATE OF A CONVERSATION. SO IF I HAPPEN TO BE OUT OF THE OFFICE BUT HAVE A CONVERSATION WITH A CLIENT ON FRIDAY AT 1PM, BUT CAN'T ADD THE NOTE TILL WEDNESDAY OF THE FOLLOWING WEEK, REDTAIL DATES THE NOTE AS OF WEDNESDAY, WHEREAS FCC'S CRM ALLOWED US TO ENTER THE CORRECT DATE AND TIME AS FRIDAY AT 1PM. FOR COMPLIANCE PURPOSES THERE COULD STILL BE A TIME STAMP FOR WHEN THE NOTE WAS ACTUALLY ENTERED. THANKS.
13 votes -
link note to non-primary joint account
If I have Client & Spouse as joint holders of an account created under Client, it now shows up under Spouse as a non-primary joint account. (Thank you!) But, if I am in the Spouse's record and create a Note, the non-primary joint account doesn't show up as an option to link to. I have to go to her accounts, then to the joint account, then scroll down and click on the notes, which takes me to the primary holder (Client) where I can finally create a note that I have to link back to the Spouse. It would be…
12 votesRedtail’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!
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Note & Information Box Formatting & Coding
I love the formatting options under Notes and Important Information. I love keeping things organized and clean. However, doing it with the buttoned options can be tedious and often doesn't yield the result I would like, so I often defer to 'source' (as I have knowledge of HTML & CSS) to make it easier on myself. Would there be a way to get the source code to line up and stay on separate lines such as (for example) <font color=red>text here</font> [NEXT LINE] <font color=blue>text here</font>? Right now I can code individual things on individual lines but when I save…
12 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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A global setting that would put spouses name in the Additional Linked Contact field automatically
We are selection the spouse's name with every married client for the Additional Linked Contact field. What if there was a Global Setting the defaulted the spouse into that field. You could always delete it if you did not want the note copied to her contact.
12 votes -
Allow to choose to use actual dates in notes
Forcing notes to use date reference like "last Monday" "last Tuesday" etc can be very confusing. Allow us at least to toggle back to the actual dates for those terms please!
12 votes -
inserting notes
It would be so helpful if we can insert a note for the previous month.
Currently, If I come across something that should have been added previously to a client's profile - I write the date of the note first then the note itself. but this messes up the timeline, in case I need to search the item by date I have to scroll over all the notes to find the note needed.
Can this be added to redtail.
12 votes -
when searching texts in notes, search completed activities as well.
When searching texts in notes, search notes within completed activities as well.
12 votes -
12 votes
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Critical Note Tab FLAW
Notes tab. When opened the save button is hidden below. I can't count the amount of times that I have entered a note and I didn't save it because it was hidden. Lost critical information. Make the note open in a window where the save button is visible.
12 votes -
Ability to UNLINK documents from Notes
Love that we can link documents to Notes; however, we can't UNLINK them! If something is filed incorrectly, it's stuck there! Just like we can unlink an account in Notes, please allow us to unlink misfiled documents.
12 votes -
Create an integration with Calendly that will allow for you to create notes in Redtail
I would like to see the ability to have Calendly and Redtail more integrated rather than it just be activities and other information. It would be nice if we could have it integrated in a way that would allow for us to have Calendly create a note in Redtail when we have sent a specified client a link invite. Just to have the option to keep track of things better through our CRM with a notes feature, especially if we could customize what goes on the note. It would be greatly helpful
12 votes -
notes full page
The ability to make the notes box full screen. When adding lengthy notes to a lengthy template, would be useful to see everything at once.
12 votes -
Uncomplete Notes Removed
When someone completes and activity and then uncompletes the activity the note generated saying it was completed is not removed from the contacts notes. This creates a false signal to team that task was done within notes not to mention duplicate notes of the activity being completed when done.
11 votes -
notes
When enterring a note there is a section that allows you to link an account. That is great, but it only lists the custodian and account number. It would be helpful if the title of the account was listed their. We generally do remember account numbers and go from account titles. We noticed that their is no place to put an account title on an imported account. We solved this by placing the account title in the "product" section of the note.
11 votes
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