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. The updated note format too long with file upload section

    I Like the idea of being able to upload files in the notes, however, it's making the note pop-up box way too long, and now I have to scroll to save the note. I think it would be better to have the file upload section be a single button or drop down, instead of the huge box it is now.

    32 votes
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    8 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. Workflow notes should be included in general Notes

    It's absurd that notes attached to a step or task in a workflow don't (also) appear in the general Notes of a contact record.

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

    30 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    30 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Retain original user name when copying notes from one contact to another

    It would be really nice to have the original user's name retained on a note when copying from one contact to another. We like to copy all notes to spouses, and when someone forgets to do so, if I go in later and copy that note to the spouse, then it looks like I made the note and not the original user.

    30 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. The ability to edit a note for 24 hours after creation

    Allow notes to be edited w/in a short timeframe.

    30 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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

    28 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    27 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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!!!!

    25 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    24 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Remove Linked account from Note

    It would be helpful to be able to remove a linked account from a note. I have linked an account to a note by accident, and I want the not to not be linked to any account and there is no way to remove the linked account.

    24 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. NOTES - uploaded to multiple users, not just one user or a team

    To be able to notify multiple users that are not on a team. Currenlty, in a note, you can only select one user. Our firm has an ops team that moves with different advisors. Depending on the situation, we have to communicate with multiple advisors and at times, it would just be simpler to add them as another user for the note rather than create a special team for a "one-off" situation.

    21 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    21 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    21 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add more details in the account drop down in notes. Please add tax qual type and product.

    When attaching account to a Note, the account details don't include the Tax Qual Type, which shows us if it's a Roth, IRA, etc. so we can't tell which account it is. It would be helpful to have the tax qual type and the product as well. Quite often I put detailed info on the account in the Product field (i.e., Indiv, Indiv TOD, Indiv Annuity, etc.).

    20 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Notes attached to additional contacts

    When a note is attached to an additional contact at a later time, the date of the note should be accurate to the date note was taken, not the date it was attached to the contact. This is very confusing and needs to be changed.

    20 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. Notes on mobile device - Can't scroll

    When viewing notes on your mobile device (ipad or iphone), once you select a note you can't use your finger to scroll through the actual note. You have to finagle around outside the note and try and catch the track to let you scroll through the rest of the notes. This is very frustrating, especially for longer notes.

    20 votes
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    6 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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…

    20 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. 19 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. Reg BI, CRS, etc.

    Would it be possible in Notes &/or Activity to add check boxes for delivery of:
    - CRS Advisor Form (RIA) - CRS Form (Broker-Dealer)
    - BIA - REG BI
    - ADV - Product Brochure
    - Prospectus
    Also, Make it a searchable field when in Notes (&/or Notes Report). So, when they are doing a Audit it would be a quick check for the Auditor.

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