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. 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 →
  2. Retain original user name when copying notes from one contact to another

    It would be really nice to have the original user's name retained on a note when copying from one contact to another. We like to copy all notes to spouses, and when someone forgets to do so, if I go in later and copy that note to the spouse, then it looks like I made the note and not the original user.

    30 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Default Activity Note Category

    When I am in an activity and I am adding a note I would like the default category of that note to be the same as the activity. If the whole thing is about a service request none of the notes are going to be about anything else.

    6 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. be able to link new notes to old notes

    Would love to be able to add a new note and link it to an existing note so that it is easy to see a full communication about a topic or issue with a client that occurs over time. I imagine also, that if I create a new note and add an activity, it would be easy for me to open that linked note from the activity and immediately see all the notes from that particular issue.

    10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. When searching text in notes, search comments as well.

    When filtering text in notes to find a word or phrase, the text in comments is not searched. Comment text should be searched as well.

    59 votes
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    9 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. ADD WORKFLOW from NOTES Section just like ADD Activity.... link ADD Workflow....

    PLEASE add a link to ADD Workflow from the notes section.... just like the ADD Activity.... I would much rather my staff add a workflow to a follow up than an activity!!!!

    25 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. Notes

    It would be great to be able to see more of the note in the note summary from a Contact's page without having to click on the notes, or maybe have an option or preference setting to select if you want to see the full notes or summaries. Also would be convenient to be able to edit the notes without deleting and starting over

    28 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    When adding a note and wanting to copy to another contact, "copy to another contact" field will not pull clients by nickname,only last name or formal name However in the contact search field, one can search by formal name, nickname, partial name. Very inconsistent!

    61 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. NOTES - uploaded to multiple users, not just one user or a team

    To be able to notify multiple users that are not on a team. Currenlty, in a note, you can only select one user. Our firm has an ops team that moves with different advisors. Depending on the situation, we have to communicate with multiple advisors and at times, it would just be simpler to add them as another user for the note rather than create a special team for a "one-off" situation.

    21 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Remove Linked account from Note

    It would be helpful to be able to remove a linked account from a note. I have linked an account to a note by accident, and I want the not to not be linked to any account and there is no way to remove the linked account.

    24 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Notes search by date

    I have tried entering a date only in the search criteria so as to be able to skip ahead directly to that date without waiting for pages to load and load. But not dates can be pulled up. Could you add this as a search filter please? It would be so helpful. And yes I did write the date in just as you have them listed DD/MM/YEAR

    12 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. search note

    When searching Notes, it would be helpful to have the search word highlighted in the results.

    34 votes
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    7 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. Linked Notes - Notify User and Copy to Another Contact

    It would be very helpful to have the same features in Linked Notes as we do in when adding a regular note - I often need to notify a user of this linked note as well as copy the linked not to another record.

    60 votes
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    5 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Pin a note at the same time you create it

    Pin a note at the same time you create it - I constantly have to create a note, then go back and have to look for it to pin it. I would like to be able to pin a note at the same time i am done.

    33 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Pinning more than one note at a time

    I would like the option to be albe to pin more than one note at a time. It takes a long time for the pin to stick and then you have to go all the way thru all of the other "stuff" we don't need to see to back all the way down to the next note I need to pin. This would really speed up organizing the notes.

    17 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Notes section

    Would like the capability to expand/suppress the notes section. Very frustrating to have to scroll to find notes from past history - would prefer the ability to see just 2-3 lines of the notes and then expand if necessary.

    43 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. Need to see new comments to older notes on Todays Overview

    For compliance tracking, we need to be able to see any new comments to older notes on Today's Overview and related note reports. We currently have to add a new note for each step of a single process to ensure proper tracking.

    33 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. Run a Notes report with select notes only

    Often time we come across a situation where there are a few notes spread over a few months for a client that would be great to condense into one single report to outline the process.

    'd love to see the ability to 'check' which notes to include in a report so we can print of a string of notes pertinent to each other and remove the extraneous notes for ease of viewing the progression of a task.

    66 votes
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    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. Notes need to save after filtering by category.

    When filtering categories in notes, it needs to be saved. Unwanted notes are crowding out the timeline, and having to filter every time is inefficient. If the filtering is saved it will help.

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. If changes, updates or additions to Activities and Notes could automatically save, or at least ask if you want to save before you move away

    If changes, updates or additions to Activities and Notes could automatically save, or at least a prompt if you want to save before you move away. Things can get moving very fast at administrative desks, and entering a note while the phone is ringing, or updating an activity while being given other instructions are not rare occurrences, and not having an update to an appointment or note of a transaction stick can cause major malfunctions for office operations. We are learning the new way, but most things entered are meant to stick, adding the step of having to save, for…

    30 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
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