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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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187 results found

  1. A place for notes in accounts would be fabulous!

    put a box in Accounts for notes

    1 vote
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    0 comments  ·  Notes  ·  Admin →
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  2. notes link on account page to see notes for that particular account instead of searching all notes

    It would be helpful to have a link to notes on the account page. That way when I click the down arrow, I have a choice to see notes for that particular account.

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    0 comments  ·  Notes  ·  Admin →
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  3. Separate Clients texts using My Rep Chat integration from Client Notes.

    These two areas should be separate, currently each Chat is saved as a new note, which causes important chats to be pushed way down the list of Important notes.

    1 vote
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  4. See what users could see a note

    It would very useful if when reviewing notes we could see what users where notified of that note

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  5. Activity notes in app

    While the mobile app has improved significantly, there is still much work to do for "on the road" functionality. One specific area of recommendation would be that we could review, AND add new, notes to the activity while viewing the activity.

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  6. 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.

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  7. enable ability to create activity/note for multiple related clients

    I would like to be able to update both the husband & wife (and joint) at one time when I have a telephone conversation with both. So far, I've only found that I can copy the note to another client.

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