Redtail 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!
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187 results found
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Please make it so we can REORDER notes and edit the date of them!
I often have to add in older notes but there is currently no way to reorder these older notes to appear in the correct order. It would also be helpful to edit the date of the note when I have to add an earlier date at a later time.
25 votes -
NOTIFY USER
It would be nice to see who you notified when you post a note. This way you can see clearly who you notified when you post a note.
25 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 -
Edit Notes
Ability to edit notes after they are created.
24 votes -
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 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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Tracking who was Notified in a note
After typing a note and "notifying" a team and/or individual, it would be spectacular if there was a way to later reference who you notified. SOOOO many times I have said "I notified you of that note" and the person says "I didn't receive an email". We need a way to track who was notified in each note. Maybe in the "general information" section where comments are. It would solve so many things! Why notify at all when you cannot reference or use it to confirm anything?
24 votes -
search notes by user
Add the ability to EASILY search notes within a contact by user. Make it so we can do it by checking a user box. I need to have this ability, but not so frequently that I remember how to do it. It take me several minutes or calls to your technical support line to figure it out.
24 votes -
Add COMMENTS to NOTES on Today tab
When opening Today tab, everyone is able to see the Notes all team members have entered recently. We also need to see the COMMENTS added to Notes -- they are often just as important or more important than the initial note itself.
Working remotely, we need to see all updates and conversations going on. This would really help to see the comments since that is where updating is being entered. Put them in the tally graph as well. They are truly all Notes!
24 votes -
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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Ability to edit a note
I have seen for many years people suggesting to be able to edit a note after its added. I can't believe this still isn't available. Please add this feature!
23 votes -
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.23 votes -
Notes--being able to link a contact to a note you have already posted.
as it is now, you can only link a contact to a note at the time of creation so in order to link a contact you would have to delete the note and recreate it in order to link. it would be much easier if there was a 'link contact' feature under action just like there is a 'link account' feature action.
22 votes -
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 -
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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Pin a note feature
Have the option to pin an important note in the contact record so it can be easily accessable.
21 votes -
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 -
Show Comments in the Notes
Please show comments in the Note timeline :)
20 votes -
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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Attach a document in a note
If you have a document that you would like easily attached to the note. It would be nice to be able to attach the document in the note as well.
19 votes -
From app add more than 1 contact to a note
Very frequently notes would apply to multiple contacts most commonly spouses. The desktop version handles this just fine, but from the app it is impossible to have more than 1 contact linked to the note. for now that means I make the note then go to the note and copy and paste to the spouse.
19 votes
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