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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compliance
We would like the ability for our compliance department to have limited access to our notes within a contact. Example would be within the note template category named compliance. Then the compliance department can review only those notes that have the category tagged as Compliance and not other notes or activities within the Contact
1 vote -
A place for notes in accounts would be fabulous!
put a box in Accounts for notes
1 vote -
notes link on account page to see notes for that particular account instead of searching all notes
It would be helpful to have a link to notes on the account page. That way when I click the down arrow, I have a choice to see notes for that particular account.
1 vote -
See what users could see a note
It would very useful if when reviewing notes we could see what users where notified of that note
1 vote -
Activity notes in app
While the mobile app has improved significantly, there is still much work to do for "on the road" functionality. One specific area of recommendation would be that we could review, AND add new, notes to the activity while viewing the activity.
1 vote -
Report: Notes by User
Reports > Notes By User
Please add a report that shows Notes By User, and with the ability to filter for periods of time. That way we can celebrate the team members that made the most notes in a Month or Quarter or Year.1 vote -
enable ability to create activity/note for multiple related clients
I would like to be able to update both the husband & wife (and joint) at one time when I have a telephone conversation with both. So far, I've only found that I can copy the note to another client.
1 vote
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