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. Allow a file that's being attached to automatically upload when selected.

    Allow a file that's being attached to automatically upload when selected.

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. update important information reporting

    I would like to be able to pull a Report on the "Update Important Information" box at the top right that becomes a Red Exclamation point when a note is added. Is this possible?

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. 12 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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!

    15 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Need to be able to edit notes

    It is imperative that you add the ability to edit a note. Very Very IMPORTANT!

    30 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. default team

    Can a new note not default to the same team as the user if the user is only on one team? Why do I have to always pick a team if I am only on one team? At the minimum the team dropdown should only include the teams I am on.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Option to add a new contact when entering notes

    It would be nice to add a new contact from notes (like you can when adding a spouse under family name) so that when a new prospect calls in we can take notes right away without adding all the contact information. Otherwise we are doing it after the fact and using another program to take the notes initially.

    10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. show account registration in pull down menu when linking an account to a note

    show account registration in the pull down menu when linking an account to a note. Right now it is just the account number

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Time stamp AND date stamp on each note permanently without hovering.

    Time stamp AND date stamp on each note permanently without hovering. Dates are much more important than what day of the week something occurred. We must know the date applications were submitted, calls received, etc. to track items correctly.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Tab while entering in a new note

    It would be great if you could tab between fields when entering a note like you can in activities. When in the body, you have to manually click out of that area to the next section to update the other fields.

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

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

    Ability to edit notes after they are created.

    5 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Report: Notes by User

    Reports > Notes By User
    Please add a report that shows Notes By User, and with the ability to filter for periods of time. That way we can celebrate the team members that made the most notes in a Month or Quarter or Year.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Scan a document into notes section using the app

    I would like a scan function in the app, so when I am handed a document or take notes by hand on the road I can go to a client's note section in the app and scan it in.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Go Back to Beginning of Notes

    It would be great to have an option to go directly to the initial note that was entered or all the way back to the beginning of the clients notes. It takes too long to scroll through and let the notes load when a client has over 10 years worth of notes. If there's a way around it already please let me know!

    Thanks!

    2 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. NOTES SECTION - COLLAPSED VIEW !!!!!

    PLEASE PLEASE, restore the previous view in NOTES section in order to see past notes/activities. We shouldn't have to click the 3 dots in order to see the notes, or at least give your users, also know as your customers, the ability to choose whether we want to see things one way or another. At this point, it is important enough for my business for us to start considering other CRM systems. Instead of making improvements, Redtails goes back in capabilities/functionality.

    57 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. Viewing Notes section

    Someone decided to make notes shorter and now we cannot see the notes added to Activities.....terrible when trying to scan through notes to find an issued

    124 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. Notes

    Please update our notes section back to what they were - we take and add detail notes and want to be able to read the complete note without having to click into it - when we are on a call with a client now it is very hard to find the exact notes ugh

    119 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    With the change to the notes, we have had top copy and print them to be able to follow a thread of conversation. It is very time-consuming and counter productive.

    179 votes
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    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
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