Redtail CRM
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5 results found
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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.
36 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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Copy notes from one record to another record in bulk
We want to able to copy all completed notes from one record to another record. Right now you can only do it individually.
27 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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Notify User in Note
Please make it to where we can check status of who was notified during a note creation. Many times we have advisors put notes and cannot remember if they notified admin to complete. It would be very helpful to have a record of who was notified and when.
82 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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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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Using Nicknames to Search for Contacts when Linking to Notes and Activities
When adding a note and wanting to copy to another contact, "copy to another contact" field will not pull clients by nickname,only last name or formal name However in the contact search field, one can search by formal name, nickname, partial name. Very inconsistent!
80 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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