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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

  1. 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
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  2. Excel feature

    Ability to have spreadsheet/excel like function for a task

    6 votes
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  3. Add Microphone for dictation of spoken notes

    In the notes section adding a Microphone so we can speak our notes once we are done with a client meeting,

    Instead of having to cut and paste or write notes

    13 votes
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  4. 13 votes
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  5. 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
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  6. Notes

    Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased

    27 votes
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  7. Show tagged user in note

    When you look at a note in RT, you should be able to see a list of who was tagged in that note.

    16 votes
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  8. Tracking who was Notified in a note

    After typing a note and "notifying" a team and/or individual, it would be spectacular if there was a way to later reference who you notified. SOOOO many times I have said "I notified you of that note" and the person says "I didn't receive an email". We need a way to track who was notified in each note. Maybe in the "general information" section where comments are. It would solve so many things! Why notify at all when you cannot reference or use it to confirm anything?

    23 votes
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  9. 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
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  10. 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
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  11. notes

    If there is a spouse set up on the client record, when you add a new note having it automatically linked to the spouse would save a step of manually adding them.

    5 votes
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  12. 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
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  13. 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
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  14. Show Comments in the Notes

    Please show comments in the Note timeline :)

    20 votes
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  15. Consolidated notes from texts, like Repchat

    It would be nice if client texts were grouped into one note per day or a separate folder for clients texts - we use Repchat

    7 votes
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  16. link note to email

    It would be great if you could create a linked note off an email (in a client's email history).

    10 votes
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  17. Ability to turn on/off the automatic notes generated from completed workflows & activities

    When a Redtail Workflow or Activity is completed, the system automatically generates a note in the client's Notes tab. We would like the ability to control if that is automatic or not because we are having to go in and delete them manually to keep our notes section clean. We can always reference completed Activities and Workflow summaries, so this seems redundant, especially because the note that is generated is not detailed and rather more of a summary.

    7 votes
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  18. 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
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  19. Option to change the note time stamp

    Following up on T# 1392460
    User was unable to submit idea , he never rcvd the link from noreply@trymagic.com

    We'd like to be able to change the note time stamp view.
    Within the first 7 days,it shows as "last monday" , "last thursday" etc
    we'd like to be able to see the calendar date instead. 07/11/21

    36 votes
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  20. linked note

    Add the ability to insert a linked note while in an activity in the mobile app.

    4 votes
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