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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Notes
In notes, it would be very easy to type a note and then accidentally click the X at top right of the note dialog box to get out, and in doing so you would lose your entire note because you didn't go to the bottom and hit "Save" first. Could you please either make notes save automatically as one types it in, or put in a safety mechanism so that if a user absent-mindedly clicked the X it would bring up a dialog box that asks us if it is our intention to delete the note, or do we want…
5 votes -
Adding a flag or reminder feature in Notes
After adding a note, can we get a feature to flag the note or a reminder to go back to the note in "x" number of days? Currently, the only way I can remind myself of the note is to create a follow-up activity. Let's say I speak with a client who tells me that she/he will send me a document in three days. I make a note of the call in RT and set a reminder (instead of an activity) to flag the note in four days. In four days, I am reminded of the Note and if the…
4 votes -
Separate Clients texts using My Rep Chat integration from Client Notes.
These two areas should be separate, currently each Chat is saved as a new note, which causes important chats to be pushed way down the list of Important notes.
4 votes -
Tab while entering in a new note
It would be great if you could tab between fields when entering a note like you can in activities. When in the body, you have to manually click out of that area to the next section to update the other fields.
4 votes -
Allow a file that's being attached to automatically upload when selected.
Allow a file that's being attached to automatically upload when selected.
4 votes -
Note templates on the app
Right now, on the Redtail app we can only add a note by note category. It would be very helpful to also include note templates as an option on the app as well.
4 votes -
notes: notify user/team automatically
in preferences I would like the option to receive notification every time a note is entered.
Said differently I want to option set a default notify user or team so that people don't have to remember to select notify user everytime.4 votes -
It would be helpful if all the notes were together in the same place. Not some in the activities page and then some under the notes heading.
Combine all the notes together
4 votes -
linked note
Add the ability to insert a linked note while in an activity in the mobile app.
4 votes -
Family Notes Showing Duplicates
When you either (A.) Copy a note to a client or (B.) Link the note originally to a client's spouse or other party. When displaying "Family Notes" it shows duplicates. It would be helpful if it did not do that.
4 votes -
Speak Internal Messages Sync with CRM Notes
It would be nice to be able to have an internal conversation about a client on Redtail Speak and have it populate as a note on the Redtail CRM contact record. For example, if the Advisor wants to ask a staff member a question about why an action was taken, it'd be nice to have the whole back and forth between them in the contact record as note to reference later
3 votes -
More Options on the "Latest Notes" tab
Control over which "notes" are immediately visible on 'latest notes'.
A way to 'hide' certain, common notes so that only the special notes you'd like to have easily accessible can be.Perhaps adding a 'priority' option, filter, search, or otherwise ability to simply sort and filter notes.
3 votes -
default team
Can a new note not default to the same team as the user if the user is only on one team? Why do I have to always pick a team if I am only on one team? At the minimum the team dropdown should only include the teams I am on.
3 votes -
easily access notes related to user
There is no where to easily see all notes that are related to each user. I recently called in and was told about the reports by contact and then by user and date range. However it would be far simpler to be able to click on the notes tab from the today page and see any notes related to myself. Our advisor uses notes frequently after meeting with a client to direct us on how to proceed with their accounts. Having to open each note individually from email or run the report every day is tedious. Is there a way…
3 votes -
archive old notes to speed up the notes report
the longer I use Redtail the bigger my notes reports becomes. that is a good thing except that i rarely need to access notes from, say 10 years ago and the notes reports can bog down and cause a timeout. Could you auto-archive notes beyond perhaps 5 years? I still want them accessible and searchable, but they could be in an archive "just in case" rather than the "let me scan the last 2-3 years worth of notes" scenario that happens daily but requires hundreds of pages of notes to be pulled causing (I am guessing) pretty heavy usage on…
3 votes -
Link note to existing task/activity
Often times myself and my team rely on information both in the activity and the notes related to a client. It is very inconvenient that information from an existing not cannot be added into an existing activity. Is this something that you may include in the future?
2 votes -
Link note to multiple activities
Add the ability to link one note to multiple activities. For example, if you discuss multiple items with one client that are related to several activities, it would be nice to attach that note to all of the activities involved rather than have to copy/paste the same note into each activity thus cluttering up the timeline.
2 votes -
Linking notes
when you go add a note the linked contact option should already have the contact that they share a family name with; or have it as a default setting you can choose
2 votes -
picture in notes
It would be great if via the APP we could take a picture and save it in NOTES,,,
2 votes -
Go Back to Beginning of Notes
It would be great to have an option to go directly to the initial note that was entered or all the way back to the beginning of the clients notes. It takes too long to scroll through and let the notes load when a client has over 10 years worth of notes. If there's a way around it already please let me know!
Thanks!
2 votes
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