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. Save Notes Filter (Category) in Preferences

    Please allow us to save in preferences the Categories we would like to see in the Notes view.

    12 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. link note to non-primary joint account

    If I have Client & Spouse as joint holders of an account created under Client, it now shows up under Spouse as a non-primary joint account. (Thank you!) But, if I am in the Spouse's record and create a Note, the non-primary joint account doesn't show up as an option to link to. I have to go to her accounts, then to the joint account, then scroll down and click on the notes, which takes me to the primary holder (Client) where I can finally create a note that I have to link back to the Spouse. It would be…

    6 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Notes Dashboard- Linked Multiple Contacts

    When you go to the notes tab on the Today page (or Notes Dashboard), if there is a note that is linked to multiple contacts it just states how many linked contacts there are rather who the contact is.
    For instance, if the note is created in an activity with only "Jane Doe," the note will say Jane Doe. If the note is created in an activity with both "Jane Doe" and "John Doe" the note will just say 2 linked contacts.
    It would be nice if you could hover over "2 linked contacts" and it would tell you who…

    16 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Time stamp AND date stamp on each note permanently without hovering.

    Please show the time stamp AND date stamp on each note permanently without the need for hovering.

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add photo images to Notes section of client profile

    We use super-sized 3M chart paper during our in-office client meetings and would love to be able to snap an image of them to apply to the Notes section, or elsewhere to make them readily available for future reference in follow-up calls and meetings. This could also be handy when clients and contacts attend our social events, and we'd like to record fun photos that have become a part of our relationship with them.

    10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. I should be able to receive notifications of the note I just documented for a folder. As I record multiple notes in a sitting, I count on r

    I should be able to receive notifications of the note I just documented for a folder. As I record multiple notes in a sitting, I count on receiving these emails to remind me of the assigned tasks to me. I do not want to have to remember which notes and folders I documented to be reminded of my tasks. Receiving this email notification was a simple process to keep me organized. Now you have removed a very useful process that worked for me up through April of 2019

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. smiley face compatibility

    clients sends me an e-mail that includes a smiley face. when I paste their email to the notes section it will not save. I have to manually go in and remove the smiley faces, which changes the tone of the e-mail and is extra work for me

    5 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. "Hide" bulk emails from showing up in notes

    We would like to option to hide bulk emails, labels created, other from showing up in notes so that only true notes are reflected on client profiles without having to scroll through unimportant data to locate client specific notes. We send out bulk emails at least once per week, which means scrolling through several insignificant notes to get to the important items.

    2 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. 10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Notes Dashboard - default view

    In the notes dashboard, I'd like to be able to set my default to the last 7 days. Also, I'd love the option to see more than just 7 days, I thinkthe last two weeks would be a great view.

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Change the time to eastern

    I want to be able to have my notes reflect my time zone. I was told by RedTail that it isn't available right now. These notes can be audited in our business. It needs to reflect when it was actually done in our time zone (Eastern). Any suggestions? Can this be done?

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. Note & Information Box Formatting & Coding

    I love the formatting options under Notes and Important Information. I love keeping things organized and clean. However, doing it with the buttoned options can be tedious and often doesn't yield the result I would like, so I often defer to 'source' (as I have knowledge of HTML & CSS) to make it easier on myself. Would there be a way to get the source code to line up and stay on separate lines such as (for example) <font color=red>text here</font> [NEXT LINE] <font color=blue>text here</font>? Right now I can code individual things on individual lines but when I save…

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. I'd like to receive an error message when creating notes and something is missing

    When entering a note it did not save without having to select a user for permissions. I'd like to be able to see an error message as to why my notes aren't saving.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to enter a date for when the note occurred, not just when the note was created

    If the note has to be timestamped on the date it was entered, at least add the option to also select when the note occurred.

    53 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Notes customization

    Notes Customization - Within the contact record it would nice to modify the view so that the Notes page is easier on the eye. I type a ton of notes, but I ultimately see a ton of white space on my page because the notes dialogue boxes are huge and don't really show the meat, just the fat. Think text message bubbles.

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Capability to delete comment

    I'm able to delete a Note but not a Comment within a Note. It would be nice to be able to delete your own Comments within a 24 hour period. I only delete Notes immediately upon saving it if I need to revise content due to an error. I'd like the same capability with Comments.

    Because the Comments format jams it all up making look like one huge paragraph, sometimes I feel the need to revise a Comment to add additional spaces and symbols to make it easier to read and understand.

    16 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. Need to have (at least basic) Formatting of Comments in Notes

    It would be awesome to preserve at lest some basic formatting of Comments made to Notes. Comments are a great way to track who does what and at what time. But even a common return/enter to start a new paragraph does not translate when you add a comment to a note. It shows up as one big blob and is difficult to read a longer comment that needs to be made. Full formatting (bold, italicize, bullets, etc.) would be great, but at least we should have the ability to start a new paragraph. Thanks!

    46 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. locking notes

    There should be a way to lock notes so that all other users cannot delete notes within each contact. For example, if I input a note, only I should be able to delete/modify instead of the other 15 people on my team. This helps maintain goodstanding with compliance, and ensures an accurate timeline is reflected on RT for each contact.

    10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add "Notes" button next to the "add activity" button on the main contact page

    Can your programing team add a "Notes" button next to the "add activity" button on the main contact page versus having to click on "Notes" in the left hand menu and then clicking on the "Notes" button to get there? The "Notes" feature is something we use very often and would like it readily accessible. Thank you.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to Print Notes from the Account Level

    There is the ability the print an individual note when you are on the Notes tab, but if you go to the Notes under a specific account, there is no option to print. It would be useful if the notes under a specific account had all the same action items as they do under the notes tab.

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