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.
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  1. Ability to drag and move note box like we used to be able to do.

    Ability to drag and move note box like we used to be able to do. This is very helpful when putting a new note and needing to look at a previous note for data. Our team would really appreciate this being added back! Thank you for your help!

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. NOTES: Display text in email notification when "notifying a user" that a note has been made

    Just like text is displayed in email when an activity is setup/updated/completed, we would like to notify a user when a note is made and have the text of the note display in the email instead of "Please log in to see note." It is not helpful to have to log in to see the text of the note. We have just as much confidential information in activities that we do in notes. There shouldn't be a difference.

    10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. note preview e-mail

    When we receive the "A new note has been added" e-mail, it would be helpful if the text of the note was included in the body of that e-mail, such as it is when we receive these notifications for activities.

    As it stands, we have to click through a link to log in and view the note. This complicates the flow of communication when we use the feature to notify another user of a note - if they could simply read the note in their notification e-mail, it would save a few steps.

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. post it note

    We would like the ability to add notes that are seen at the top of the contact everytime you open a contact. Not where you have to scroll through the notes to find it, but where everone has quick access to see this note. Almost like a post it not or just a black section to adda not under the contact information.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Copy and paste screen shots into notes

    Copy and paste screen shots into notes. This used to be a feature and we need it back please!

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. It makes no sense, and it creates several problems, duplicating Notes, completed activities.

    1. It serves no purpose to duplicate in Notes, Completed Activities.
    2. If you insist on doing it, then one problem is that the Notes will get sorted on the date the activity is completed, which records things out of sequence if you record the completion of the activity after you actually complete it. I have had to edit activities, which requires that I uncomplete the activity, then save and complete later. The note, then is out of sequence, now, in the notes section. Also, when the activities involves more than one contact, when you mark that it is complete,…

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. It makes no sense, and it creates several problems, duplicating Notes, completed activities.

    1. It serves no purpose to duplicate in Notes, Completed Activities.
    2. If you insist on doing it, then one problem is that the Notes will get sorted on the date the activity is completed, which records things out of sequence if you record the completion of the activity after you actually complete it. I have had to edit activities, which requires that I uncomplete the activity, then save and complete later. The note, then is out of sequence, now, in the notes section. Also, when the activities involves more than one contact, when you mark that it is complete,…

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Export notes in chronicle order

    I like to exports notes in chronicle order through out all page results

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow for attaching documents to notes - Why was this declined??

    Why did you decline the idea to attach documents to notes? Notes are the permanent record. It is fine that a document can be attached to activities, but activities are temporary and get completed and even deleted so therefore, it is much more important to have the document attached to the NOTE.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Notes by Household

    We would like the option to print notes by household. This could be achieved by simply allowing the user to select multiple contact under the "Notes by Contact" option. We should be able to delineate notes to the member of the HH that they apply to, and print all for the household at one time.

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Numbered list does not retain formatting when copied into Notes

    When copying and pasting a numbered list into Notes (from an email, in this case), the numbered list does not retain its numbers formatting. Instead, the count stops and then the numbering restarts with "1" again in the next numbered item. Blank lines between the numbered items appear to be causing this to happen.

    13 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. Notes template

    Being able to add check off boxes to a Notes Template, this would help the user check off items that have been completed.

    5 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. Default view in a contact record

    It would be helpful to change the default view in a contact record so that I can see client notes as soon as I go into a contact record

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. notes

    I think you should go back more than 7 days to view notes. Just sayin ....

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Linked notes that have Templates too

    RT was SO close on this one! Unfortunately the NOTE template is only good for the very first contact regarding an activity.
    Missed the key feature to the notes template: Client is contacted, pull up a Note, select the template, check the box to create a follow up activity. Great!.... then, no more templates :(
    All future contact regarding that specific activity that needs to be logged inside that activity needs a template too. currently linked notes do NOT have the template option.
    PLEASE, please, please add it to the "linked notes" area too.

    12 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Note Report in Portrait mode

    PLEASE, PLEASE, PLEASE add an option to print the Note Report in portrait mode like it used to be. We scan our notes to Dropbox, and it is really hard to read them sideways later when we need to...plus the Subject, Notes, Start Date, and Complete Date don't print out properly either.

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. note template and linked notes

    The new note template is great. However, when adding a linked note, it is not an option. It would be great if we could use a note template when adding a linked note.

    42 votes
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    6 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. Printing notes-make font larger

    When printing a note, the font is still pretty small. Is there a way to update the font size so when it is printed you can read easier?

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. Tally count of COMMENTS BY USER

    Your tally on NOTES BY USER shows the number of notes entered by each user. Love it. Any way you can keep a tally count on COMMENTS BY USER?

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. Document Attachments

    We are working on creating a template for the notes section is RT for client meeting notes and we were thinking that it would be really helpful is there was a link to attach documents that were either scanned in and stored in RT or from the desktop so that the notes itself could be a summary and then in the same "meeting notes" note from that client meeting would also be the full handwritten notes from the advisor all in one place. And also just be able to attach documents to any activity or note so that everything from…

    21 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
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