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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.
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187 results found

  1. App > Notes > View Recent!

    As a supervisor, I need to stay up to date on notes that the team adds in RedTail. Sometimes that is "on the road." But the App doesn't have a way to view all recent notes (irregarless of contact). Please add that! Just the way it is on website is fine - please add that to the App!

    9 votes
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  2. notes full page

    The ability to make the notes box full screen. When adding lengthy notes to a lengthy template, would be useful to see everything at once.

    12 votes
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  3. 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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  4. Edit Notes

    Ability to edit notes after they are created.

    21 votes
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  5. Create an integration with Calendly that will allow for you to create notes in Redtail

    I would like to see the ability to have Calendly and Redtail more integrated rather than it just be activities and other information. It would be nice if we could have it integrated in a way that would allow for us to have Calendly create a note in Redtail when we have sent a specified client a link invite. Just to have the option to keep track of things better through our CRM with a notes feature, especially if we could customize what goes on the note. It would be greatly helpful

    12 votes
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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. Integration notes

    Option to put integration name in notes or to automatically show the source when a note comes from an outside source.

    8 votes
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  8. 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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  9. combine note

    It would be helpful to combine outside notes to existing activities instead of deleting the note and re-recording it within the activity or recording it multiple times. For example If I have a phone call with a client that pertains to two activities, I could make one note then link that note to the other activity.

    8 votes
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  10. 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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  11. 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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  12. 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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  13. 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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  14. 12 votes
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  15. When notes addded, be able to select to post under different user (advisor)

    I submit all the meeting notes in Redtail on behalf of the advisors, so it always shows as a note from me. It would be nice to be able to have a drop down menu to select which user/advisor the note should be posted under. I had set up templates to have the advisor's name populate, but we are now using MobileAssistant and I am unable to use the note templates in this way now.

    7 votes
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  16. 4 votes
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  17. 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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  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. easily access notes related to user

    There is no where to easily see all notes that are related to each user. I recently called in and was told about the reports by contact and then by user and date range. However it would be far simpler to be able to click on the notes tab from the today page and see any notes related to myself. Our advisor uses notes frequently after meeting with a client to direct us on how to proceed with their accounts. Having to open each note individually from email or run the report every day is tedious. Is there a way…

    3 votes
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  20. notes: notify user/team automatically

    in preferences I would like the option to receive notification every time a note is entered.
    Said differently I want to option set a default notify user or team so that people don't have to remember to select notify user everytime.

    4 votes
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