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. 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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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. From app add more than 1 contact to a note

    Very frequently notes would apply to multiple contacts most commonly spouses. The desktop version handles this just fine, but from the app it is impossible to have more than 1 contact linked to the note. for now that means I make the note then go to the note and copy and paste to the spouse.

    16 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add COMMENTS to NOTES on Today tab

    When opening Today tab, everyone is able to see the Notes all team members have entered recently. We also need to see the COMMENTS added to Notes -- they are often just as important or more important than the initial note itself.

    Working remotely, we need to see all updates and conversations going on. This would really help to see the comments since that is where updating is being entered. Put them in the tally graph as well. They are truly all Notes!

    20 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Activity notes in mobile app

    In the mobile app, we're currently unable to view or add notes linked to an activity. Since the workflow limitations cause work-arounds using activities, the ability to review and/or add notes to an existing activity would be helpful. We need to have a consistent experience whether we're working via the browser on our computers or the app on our mobile devices. The incompleteness of the mobile app in this manner makes it difficult to fully embrace the functionality of Redtail if we're unable to count on the consistency across platforms.

    16 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Link a Contact to a note after it has been Created

    It would be very beneficial to have an option in the action menu of a note to link an additional contact after a note has been made. Currently if one forgets to include that additional contact in the initial making of the note, there is no way to copy that note, with all the comments underneath, to that additional contact without either completely restarting or copying the note and comments individually to that additional contact.
    If it could be the same as linking an account to a note, that would be wonderful!

    16 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. Please make it so we can REORDER notes and edit the date of them!

    I often have to add in older notes but there is currently no way to reorder these older notes to appear in the correct order. It would also be helpful to edit the date of the note when I have to add an earlier date at a later time.

    19 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. seperate texts from Client Notes

    Clients texts and Notes should be under separate tabs.
    Together, they push important notes too far down the list.

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. Note templates on the app

    Right now, on the Redtail app we can only add a note by note category. It would be very helpful to also include note templates as an option on the app as well.

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Notify User

    Our office likes to notify other employees in our office of recently added notes, basically just "FYIs". I know we can notify a users or team when we are creating the note, but I seem to forget to do so until right after I save the note.
    I would love if Redtail would add "Notify User" as one of the Action Items after a note has been added/saved.
    As of right now, if I want to notify a user and I forgot to do so, I have to delete the note and copy and paste the info into a new…

    18 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    This should be standard for notes and reminders and activities and workflows - wherever there is a date it should be in a standard date format. Using "Wednesday" to indicate next Wednesday is confusing and frustrating. It would be so much simpler to have date 1/13/2021. It never has to be updated once it gets beyond your time frame of "three Tuesdays ago" or whatever it is.

    91 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    We have times we don't remember which client we submitted a note for, so to search for the keyword in the notes category would be great. Or even search for all of the notes submitted during a specific time period. We can currently only view the notes submitted in the past week. What if we need to look at the notes submitted the previous week? There is no option, record, or list anywhere to access this.

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

    12 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    9 votes
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  17. 38 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. 35 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. @ 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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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add pinned notes to Latest Notes screen.

    Add pinned notes to Latest Notes screen.

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