Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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187 results found
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Show the note when you "notify other user" Please include the note when we notify the other user. It's too many steps to have the user login
Please show the note when you "notify other user" or "notify team"
Please include the note when we notify the other user. It's too many steps to have the user login and search the client just to see the note. Our staff would like to be able to just view the note right there from the email message.
26 votes -
When putting in a note have the ability to link a workflow
When adding a note in RedTail it would be very helpful if you could link a workflow to the note at that time similar to how you can set a followup reminder to the note that was added.
24 votes -
26 votes
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Color Coordinating Redtail Notes
It would be really helpful if we could color coordinate our notes to help distinguish between them. For example, if we can have a note automatically turn Red whenever a comment is attached to it to help distinguish it from a note that doesn't have a comment attached to it.
22 votes -
additional linked contacts should be spouse or family first
While creating a note and adding an add'l linked contact to the note it used to list the spouse first or any contacts related to the HOH. Now you have to search through all of the Andersons, for example, before you can select the spouse. They previously were the first one listed so you didn't have to go through the entire list of Andersons. Please add this feature back. It is inefficient and I can't figure out why you changed it.
14 votes -
when searching texts in notes, search completed activities as well.
When searching texts in notes, search notes within completed activities as well.
12 votes -
family notes
Automatically show family notes for all contacts - instead of habing to check the box for each account to "show family notes"
7 votes -
The ability to edit a note for 24 hours after creation
Allow notes to be edited w/in a short timeframe.
48 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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link notes to workflow
It would be super helpful if you could link a note to another note (instead of just adding a comment to a note) when a note is related to a previously written note. It would also be super useful to be able to link an existing note to a workflow (or activity or opportunity. I know you can add a new note for activities and opportunities, but I don't believe you can add an existing note). Like, say the Advisor has a conversation with a client about a distribution request and makes a note in redtail about the request. Then…
44 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Viewing either linked notes or linked documents on completed activities
After an activity is completed, you should be able to see either linked notes or linked documents on the completed activity without going into the activity or having the note in a different "box." Anything relating to that activity should be easily viewed within the box, even if it has a paper clip or a pdf icon on the summary screen indicating that there is either linked notes or a linked document.
14 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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tagging contact in notes with @ sign or some other way
I'd like to see a way to link another contact in someone's notes...example.
"Nancy called today and told me to call her brother @Robert Killian. He just retired and is looking for help."
Then Robert Killian is a hyperlink to click on to go directly to his contact record.13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Note Report in Portrait mode
PLEASE, PLEASE, PLEASE add an option to print the Note Report in portrait mode like it used to be. We scan our notes to Dropbox, and it is really hard to read them sideways later when we need to...plus the Subject, Notes, Start Date, and Complete Date don't print out properly either.
36 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Copy notes from one record to another record in bulk
We want to able to copy all completed notes from one record to another record. Right now you can only do it individually.
27 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Tables in the Notes section
Would like the ability change the rows and columns after the initial table has been created in the notes section of the CRM.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Notes - Click Button to Add to Household
When adding a Note - Click Button to Add to Household
119 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Should be able to notify more than just one user when imputing a new note
When adding a note, you can only notify one user about that note. Should be able to notify multiple users.
36 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on
Under recently added notes in lieu of "2 linked contacts" it would be helpful to have the names listed there rather than having to click on the link to see the names
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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comment link
Currently when a note has already been copied to another contact, if you put a comment on the note it does not copy to the other contact that was already copied to the note. When a comment is made under a note that is copied to other contacts, that comment should automatically copy to the copied contact on the note
19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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23 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Notify User in Note
Please make it to where we can check status of who was notified during a note creation. Many times we have advisors put notes and cannot remember if they notified admin to complete. It would be very helpful to have a record of who was notified and when.
82 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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