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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. notes from outlook to redtail

    We would love to see any Notes placed into Outlook be synced to the Notes section in Redtail via Retriever for Tailwag app.

    9 votes
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  2. When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.

    I often forget to link a spouse to a note. For example; I send an email to a couple, and add it as a note in RedTail. Then, a few days later I might be in the spouses' account, and not see the note about the email I had just sent them. I don't always want to have notes in both spouses accounts, but it would be helpful if I was prompted to save it to the spouse when saving the original note.

    Additionally, it helps other users going into the accounts to be able to see the notes in…

    30 votes
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  3. notes link on account page to see notes for that particular account instead of searching all notes

    It would be helpful to have a link to notes on the account page. That way when I click the down arrow, I have a choice to see notes for that particular account.

    1 vote
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  4. NOTES- ABILITY TO HAVE A NOTES BLOCK IN WORKFLOWS THAT CAN BE DATA MINED WHEN RUNNING NOTES REPORT

    Would like notes in workflows to be searchable from a report. Designatge a main note block at top of Workflow that exports and would be searchable. This would enable you to not have to double document when completing workflow steps. Especially useful with transnational type work flows.

    6 votes
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  5. 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
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  6. Create ability to archive notes

    It would be great if we had the ability to archive notes so that we can hide some of the extraneous posts that show on the Notes tab that aren't as important/critical. The notes would still be captured for the client, just not right there on the main page clogging up the notes timeline.

    7 votes
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  7. Edit a client note

    Would love for their to be a feature where you can edit a note for a client after saving the note. Please let me know if there is already a feature for this.

    Thanks!

    25 votes
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    1 comment  ·  Notes  ·  Admin →
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  8. Show comments on "Recently Added Notes"

    Please include recently added comments to the "Recently Added Notes" page under the dashboard. This will help us to get like projects together as well as stay on top of them and not redo the work someone else already did.

    30 votes
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  9. Reg BI, CRS, etc.

    Would it be possible in Notes &/or Activity to add check boxes for delivery of:
    - CRS Advisor Form (RIA) - CRS Form (Broker-Dealer)
    - BIA - REG BI
    - ADV - Product Brochure
    - Prospectus
    Also, Make it a searchable field when in Notes (&/or Notes Report). So, when they are doing a Audit it would be a quick check for the Auditor.

    23 votes
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  10. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    Please Offer the Option to Alert / Notify Specific Users When Adding a Comment to an Existing Note

    We would love to utilize the "Comment" feature more on RedTail. It makes sense to keep all notes/remarks/follow-up on a particular subject organized together in one thread.

    However, because users do not currently receive notifications for comments added to existing notes, it is *Highly Unlikely that they will Actually See the new information that has been added to said thread.

    **But Please Note:
    We should have the Option to Choose *Which Users are notified when we add a Comment, because the new…

    87 votes
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    1 comment  ·  Notes  ·  Admin →
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  11. Attach file to an existing note from main contact screen

    We love the new option to add files to new notes. Very useful and convenient feature.

    To take it to the next level -- we would like an option to 1) attach a new document to an existing note, and/or 2) link an existing document to an existing note.

    Just noticed that we can do #1 from the Notes screen, but not from the main contact screen. This should be an option there, where we most frequently see the notes.

    9 votes
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  12. notes

    When enterring a note there is a section that allows you to link an account. That is great, but it only lists the custodian and account number. It would be helpful if the title of the account was listed their. We generally do remember account numbers and go from account titles. We noticed that their is no place to put an account title on an imported account. We solved this by placing the account title in the "product" section of the note.

    11 votes
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    1 comment  ·  Notes  ·  Admin →
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  13. Easier access to old notes

    Trying to access notes from long ago is slow and difficult. It would be nice to have a couple additional features. One might be a click to go to the earliest note. Another might be to jump to a specific date or year. This morning I was trying to get to notes from 10 years ago and it is super cumbersome to scroll down, let them load, scroll down again, and repeated the process over and over.

    Yes there is a notes report. But that is a weak substitute for functionality that ought to exist on the notes page without…

    18 votes
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    1 comment  ·  Notes  ·  Admin →
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  14. Unlink Account Numbers from a Note

    Unlink Account Numbers from a Note

    7 votes
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    1 comment  ·  Notes  ·  Admin →
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  15. mobile draft notes

    PLEASE Have a DRAFT note feature for Mobile devices. I just LOST almost 15 minutes worth of notes when I switched applications to retrieve a reference in the middle of a detailed client note!

    14 votes
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    2 comments  ·  Notes  ·  Admin →
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  16. link contact to note after note is posted

    After a note is posted, would it be possible to add a feature where an additional contact is linked to said note? Instead of deleting and recreating the note. We know there is a feature to copy the note to a new contact. But when comments are added or activities are linked, we would like to all parties involved to be on the same page

    35 votes
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  17. Notes on mobile device - Can't scroll

    When viewing notes on your mobile device (ipad or iphone), once you select a note you can't use your finger to scroll through the actual note. You have to finagle around outside the note and try and catch the track to let you scroll through the rest of the notes. This is very frustrating, especially for longer notes.

    20 votes
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    6 comments  ·  Notes  ·  Admin →
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  18. auto save notes

    Would like to see an Auto Save feature on Notes. computer locked up and was unable to save the note and the entire note had to be re-written. Any possibility to add a a "Draft" feature to notes?

    42 votes
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  19. Attach a document in a note

    If you have a document that you would like easily attached to the note. It would be nice to be able to attach the document in the note as well.

    19 votes
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    1 comment  ·  Notes  ·  Admin →
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  20. Voice to Text

    It would be great if on my desktop where I and my staff do all of our client notes, we could do speech to text. Currently we have to do speech to text in Word and then copy and paste to redtail.

    9 votes
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