Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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187 results found
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notes
When working on a note, it's frustrating not to be able to see the contact details from the overview page. It would be very handy to be able to set a preference where we could "expand all notes" on the front overview section page of a client the same way the notes appear under the note tab.
72 votes -
Run a Notes report with select notes only
Often time we come across a situation where there are a few notes spread over a few months for a client that would be great to condense into one single report to outline the process.
'd love to see the ability to 'check' which notes to include in a report so we can print of a string of notes pertinent to each other and remove the extraneous notes for ease of viewing the progression of a task.
69 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 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 -
If changes, updates or additions to Activities and Notes could automatically save, or at least ask if you want to save before you move away
If changes, updates or additions to Activities and Notes could automatically save, or at least a prompt if you want to save before you move away. Things can get moving very fast at administrative desks, and entering a note while the phone is ringing, or updating an activity while being given other instructions are not rare occurrences, and not having an update to an appointment or note of a transaction stick can cause major malfunctions for office operations. We are learning the new way, but most things entered are meant to stick, adding the step of having to save, for…
54 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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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!
53 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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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!!!!
52 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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search note
When searching Notes, it would be helpful to have the search word highlighted in the results.
51 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
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
50 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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Pin a note at the same time you create it
Pin a note at the same time you create it - I constantly have to create a note, then go back and have to look for it to pin it. I would like to be able to pin a note at the same time i am done.
48 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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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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47 votes
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Need to see new comments to older notes on Todays Overview
For compliance tracking, we need to be able to see any new comments to older notes on Today's Overview and related note reports. We currently have to add a new note for each step of a single process to ensure proper tracking.
45 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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Need to be able to edit notes
It is imperative that you add the ability to edit a note. Very Very IMPORTANT!
44 votes -
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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auto save notes
Would like to see an Auto Save feature on Notes. computer locked up and was unable to save the note and the entire note had to be re-written. Any possibility to add a a "Draft" feature to notes?
42 votes -
Sticky Notes to add to client file
Be able to add a "post-it-like" note to a client file so it stands out instantly. This could serve as a reminder to give them something next time they are in the office, or ask them about such and such....
I don't want to sift through client notes, or use a pinned note- this doesn't stand out enough.
40 votes -
Option to change the note time stamp
Following up on T# 1392460
User was unable to submit idea , he never rcvd the link from noreply@trymagic.comWe'd like to be able to change the note time stamp view.
Within the first 7 days,it shows as "last monday" , "last thursday" etc
we'd like to be able to see the calendar date instead. 07/11/2139 votes -
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.
37 votes -
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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Search Notes by linked account number
Redtail allows multiple account numbers in Notes' account number field. It would be useful to be able to use that linked field when using the Search box when in a contact's notes view. Right now that Notes search function only looks in the note's text field. It would improve functionality and usefulness if the Notes search box also looked in the linked account field.
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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