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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    highlight sections of notes or descriptions in the activity...this is a very important feature

    85 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    12 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. please add a check mark to special characters, thank you

    please add a check mark to special characters, thank you

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. notes

    Notes on completed tasks should be visible from the client's page without clicking on the completed task or looking underneath. For example, we have our "Client Check-in" calls and add notes into the "notes" tab on the right-hand side. We would like to be able to see it in a little blurb in the competed task.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. 6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add more than one activity templates to bottom on note page

    LOVE how you've added the ACTIVITY TEMPLATE to the bottom of NOTES when we click "create followup activity" - However, could you add the option of up to 5 activity templates? In our office, 1 note will generate several activities from that one note. We'd love the option of more than one. Thank you

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. Please Revisit: Need Separate Category Lists for Notes and Activities

    I see that this question was first asked in January 2016 and not responded to until October 2019. I also see that the answer given in 2019 was that this suggested feature was “either not possible or not planned at the current time. Technology changes all the time.”

    Your answer is quite late and very disappointing.

    Because you won’t make the database work this way, the only usable workaround I’ve found is to create two entries for each Category and indicate that one of them is to be used for Notes.

    This workaround is not an elegant solution by any…

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. tagging contact in notes with @ sign or some other way

    I'd like to see a way to link another contact in someone's notes...example.
    "Nancy called today and told me to call her brother @Robert Killian. He just retired and is looking for help."
    Then Robert Killian is a hyperlink to click on to go directly to his contact record.

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Notes attached to additional contacts

    When a note is attached to an additional contact at a later time, the date of the note should be accurate to the date note was taken, not the date it was attached to the contact. This is very confusing and needs to be changed.

    20 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    42 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    24 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. Easy toggle for multiple linked activities to a note

    We are now able to link multiple activities to a single note (which is an awesome feature!!), and when you are on the clients main page you can see the how many activities are linked to a particular note. But when you click on the hyperlink to bring you to the multiple activities, it automatically directs you to oldest outstanding activity. My suggestion would be some sort of drop down, or list out multiple links to direct oneself to the appropriate activity. Is this at all possible?

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Notes by Household

    We would like the option to print notes by household. This could be achieved by simply allowing the user to select multiple contact under the "Notes by Contact" option. We should be able to delineate notes to the member of the HH that they apply to, and print all for the household at one time.

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Numbered list does not retain formatting when copied into Notes

    When copying and pasting a numbered list into Notes (from an email, in this case), the numbered list does not retain its numbers formatting. Instead, the count stops and then the numbering restarts with "1" again in the next numbered item. Blank lines between the numbered items appear to be causing this to happen.

    13 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Should be able to notify more than just one user when imputing a new note

    When adding a note, you can only notify one user about that note. Should be able to notify multiple users.

    21 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add contact info into the note reports

    When printing out note reports, you should also be able to see their contact info such as their phone number and email at the top. Currently it has their name, date note was added on, account, category, type, and added by. The phone number and email of the person should also be included in that section.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. Notes you've been notified of should appear on dashboard

    Have an area on the dashboard where you can get a quick glance and filter notes you've been notified of. The email notification is nice, but it would also be great to see all the notes that have been made over the past few days that you have been notified on instead of going in to each email.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. link an existing note to an existing activity

    Link Existing Notes to Existing Activities
    Under the Note Actions you can link an existing note to account - why not to an Existing Activity? I frequently need to clean up the data base for continuity and correctness. This would be a tremendous help to all admin users.

    49 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. post it note

    We would like the ability to add notes that are seen at the top of the contact everytime you open a contact. Not where you have to scroll through the notes to find it, but where everone has quick access to see this note. Almost like a post it not or just a black section to adda not under the contact information.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base