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.

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  1. 4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. Notes - Click Button to Add to Household

    When adding a Note - Click Button to Add to Household

    105 votes
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    7 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. See what users could see a note

    It would very useful if when reviewing notes we could see what users where notified of that note

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. 3 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Important Note Popup on Client Home Page

    Instead of a red exclamation point, have a banner that pops up prominently on the client's home screen to display important notes every time the account is opened.

    5 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Workflow notes should be included in general Notes

    It's absurd that notes attached to a step or task in a workflow don't (also) appear in the general Notes of a contact record.

    31 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. When you save an email as a note, can you make it available in the most recent notes link for that day? The email is saved in the client's n

    When you save an email as a note it would be nice to see it show up on the daily notes link. Currently, mine are being saved in the client's notes history, but not in the most recent notes from the link for all notes.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. splitting a joint note

    If I create a Note with multiple clients, each Follow Up Activity gets listed under each client record. Please create option to list under one client record. (For ex: "Client Meeting" Not created under husband and wife. But I need to create a few follow up activities, some under only the husband, some under only wife.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. When adding notes in steps/tasks of a workflow, please create option to add that note to client's profile notes to avoid need to duplicate

    Our firm keeps track of progress in workflow using notes, however we also keep notes in the main notes section of a client profile but currently have to copy notes from the workflow into profile notes. Please add an option to add workflow note into main profile note.

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. note filter

    It would really be nice if we could have Note Filters that include E-mail History (for Redtail E-mail hosted e-mail addresses) and Redtail Speak History in addition to the existing note filter types. Currently, you have to go to three places: E-mail History, Redtail Speak History and notes section to see what has occurred in a client record. Our firm is currently cutting and pasting a copy of the e-mail into the notes (even though we have Redtail e-mail hosting) and we will cut and paste some of the Redtail Speak texts into the notes section so we can see…

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. when searching texts in notes, search completed activities as well.

    When searching texts in notes, search notes within completed activities as well.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. adding additional accounts in the notes

    I would like to be able to add more than one account to a note so if a client had three accounts we talked about, there would be a way to link all three rather than just one.

    2 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. family notes

    Automatically show family notes for all contacts - instead of habing to check the box for each account to "show family notes"

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. When adding a note, Redtail users that have access to more than one database should have the option to copy the note to the other databases

    Members of our team support multiple advisors that share clients but have different Redtail databases (support staff has access to both databases). When adding a note to a contact's page, we would like to have the option to duplicate that note to the other databases that we have access to. There should be something like a check box to select "copy note to another database" so that we do not have to copy and past the note.

    56 votes
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    5 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. Notes Notification Report

    It would be helpful to be able to pull a report of notes in which you were notified on. e.g. An advisor makes a note in the client record and notifies his assistant. There currently is not a way for the assistant to pull a report of notes on which she was notified. Maybe it could just be added as an additional filter to the Notes By Contact report?

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. Viewing either linked notes or linked documents on completed activities

    After an activity is completed, you should be able to see either linked notes or linked documents on the completed activity without going into the activity or having the note in a different "box." Anything relating to that activity should be easily viewed within the box, even if it has a paper clip or a pdf icon on the summary screen indicating that there is either linked notes or a linked document.

    13 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. When printing contact notes the font is too small. Please increase or give option to change

    When printing contact notes the font is too small. Please increase or give option to change

    85 votes
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    6 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
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