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!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
187 results found
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13 votes
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Searching notes
When searching Notes, the default is automatically to have everything checked including activities. I would like the ability to set a default when doing the search to only search the actual notes, not activities, emails sent etc.
6 votes -
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 -
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.comWe'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. 07/11/2139 votes -
Linking notes
when you go add a note the linked contact option should already have the contact that they share a family name with; or have it as a default setting you can choose
2 votes -
All dates in Redtail should be in date format not "last Tuesday" or "one day ago"
This should be standard for notes and reminders and activities and workflows - wherever there is a date it should be in a standard date format. Using "Wednesday" to indicate next Wednesday is confusing and frustrating. It would be so much simpler to have date 1/13/2021. It never has to be updated once it gets beyond your time frame of "three Tuesdays ago" or whatever it is.
138 votes -
A place for notes in accounts would be fabulous!
put a box in Accounts for notes
1 vote -
Show Comments in the Notes
Please show comments in the Note timeline :)
20 votes -
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 -
Excel feature
Ability to have spreadsheet/excel like function for a task
6 votes -
Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.
With the change to the notes, we have had top copy and print them to be able to follow a thread of conversation. It is very time-consuming and counter productive.
197 votes -
copy note
When I copy a note from one contact to another (ie - from husband to wife), the date copied should be the date of the original note. It's currently set up to date stamp as today's date. So if I'm copying notes from over the last year from husband to wife, everything is showing up on the wife's page with today's date, which isn't helpful.
26 votes -
Color Options in NOTES
I would like to see color options for alpha and numeric for Notes so besides being BOLD the line or word could also be a certain color like you can to din Word and Excel.
36 votes -
Restore full note view to inlude the full note, start date and complete date.
Restore full note view to inlude the full note, start date and complete date instead of us having to click the three dots to view the entire note. This view was removed during a previous update. Rather than removing features that we have come to rely and forcing us to use something that we didn't want changed, just add a view option so we can choose what view we want to have.
174 votes -
A way to protect notes from inadvertently deleted
Is there a way to better protect notes before we have a chance to save them? While talking to a client and taking notes on Retail I often will pull up another record and in doing so go back to where I had notes only to find them gone. If there was a feature like Word where is you close a document without saving it the software asks you if you want to save before it closes.
18 votes -
Speak Internal Messages Sync with CRM Notes
It would be nice to be able to have an internal conversation about a client on Redtail Speak and have it populate as a note on the Redtail CRM contact record. For example, if the Advisor wants to ask a staff member a question about why an action was taken, it'd be nice to have the whole back and forth between them in the contact record as note to reference later
3 votes -
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 -
Add pinned notes to Latest Notes screen.
Add pinned notes to Latest Notes screen.
84 votes -
Notes
Please update our notes section back to what they were - we take and add detail notes and want to be able to read the complete note without having to click into it - when we are on a call with a client now it is very hard to find the exact notes ugh
143 votes -
put date on all notes and activities not "today"
Put date on all notes and activities instead of "today","last Monday", etc.
When looking at a printed note at a later date, there is no way to know what the date of the note was when it shows "Today at 4:22pm".
The date from day one will save confusion over what date was last Monday, etc.....27 votes
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