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. 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 →
  2. Pinned note(s) show first on main Contact Screen Note Box

    I would like to see the pinned note(s) staying at the top of the quick view notes section located on the main contact screen. As of now you have to go into the contact and then click on the Notes section to the left to see any pinned notes listed at the top.

    Thanks for your consideration!

    91 votes
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    4 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. 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 →
  5. 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 →
  6. 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.

    23 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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 →
  9. 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.

    59 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 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 →
  12. 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!!!!

    34 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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

    35 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. 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 →
  16. 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

    15 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    65 votes
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    9 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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!

    68 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. 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 →
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