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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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187 results found

  1. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    We have times we don't remember which client we submitted a note for, so to search for the keyword in the notes category would be great. Or even search for all of the notes submitted during a specific time period. We can currently only view the notes submitted in the past week. What if we need to look at the notes submitted the previous week? There is no option, record, or list anywhere to access this.

    28 votes
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    3 comments  ·  Notes  ·  Admin →
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  2. Add the notes timeline to the app too

    The notes timeline is helpful on the desktop version to see what notes have been made each day. This would be a helpful feature to have on the app as well.

    18 votes
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    0 comments  ·  Notes  ·  Admin →
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  3. Ability to UNLINK documents from Notes

    Love that we can link documents to Notes; however, we can't UNLINK them! If something is filed incorrectly, it's stuck there! Just like we can unlink an account in Notes, please allow us to unlink misfiled documents.

    12 votes
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    1 comment  ·  Notes  ·  Admin →
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  4. 47 votes
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  5. 35 votes
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    0 comments  ·  Notes  ·  Admin →
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  6. @ Note Feature from Home Page

    While trying out one of your competitors, they had a box on the Home Page that you could just type @JohnDoe and it would pull up the clients name and you could type out a note about the client, and it would automatically be added to the clients note section. For example:

    "I left a message with @JohnDoe" or "@JaneDoe called about her account, next steps are... "

    It was incredibly handy for entering client notes without having to go into their page... saved multiple mouse clicks.

    14 votes
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  7. Add pinned notes to Latest Notes screen.

    Add pinned notes to Latest Notes screen.

    84 votes
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    1 comment  ·  Notes  ·  Admin →
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  8. 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
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  9. update important information reporting

    I would like to be able to pull a Report on the "Update Important Information" box at the top right that becomes a Red Exclamation point when a note is added. Is this possible?

    6 votes
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  10. Critical Note Tab FLAW

    Notes tab. When opened the save button is hidden below. I can't count the amount of times that I have entered a note and I didn't save it because it was hidden. Lost critical information. Make the note open in a window where the save button is visible.

    12 votes
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  11. 12 votes
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  12. Allow for notes to be searched by category!!!

    Some clients have many notes, so it becomes difficult to find "client" related notes as they get buried in the "operational" notes. There needs to be a cleaner way to differentiate between different types of notes when you are looking for a specific one. A filter, note folders, or both would be a great solution!

    18 votes
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  13. Need to be able to edit notes

    It is imperative that you add the ability to edit a note. Very Very IMPORTANT!

    44 votes
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  14. 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
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  15. Option to add a new contact when entering notes

    It would be nice to add a new contact from notes (like you can when adding a spouse under family name) so that when a new prospect calls in we can take notes right away without adding all the contact information. Otherwise we are doing it after the fact and using another program to take the notes initially.

    10 votes
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  16. show account registration in pull down menu when linking an account to a note

    show account registration in the pull down menu when linking an account to a note. Right now it is just the account number

    7 votes
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  17. Time stamp AND date stamp on each note permanently without hovering.

    Time stamp AND date stamp on each note permanently without hovering. Dates are much more important than what day of the week something occurred. We must know the date applications were submitted, calls received, etc. to track items correctly.

    9 votes
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  18. 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
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  19. Be able to add a linked note after an activity is completed

    We have been able to add linked notes to an activity after it was completed for well over a year since I have been using Redtail. I just found out it was a bug and we weren't supposed to be able to do so. This is so much easier and quicker and many less steps to be able to add a linked note after an activity is completed. It should be an available option.

    15 votes
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  20. Edit Notes

    Ability to edit notes after they are created.

    21 votes
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