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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!

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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187 results found

  1. 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 votes
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    1 comment  ·  Notes  ·  Admin →
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  2. Easier access to old notes

    Trying to access notes from long ago is slow and difficult. It would be nice to have a couple additional features. One might be a click to go to the earliest note. Another might be to jump to a specific date or year. This morning I was trying to get to notes from 10 years ago and it is super cumbersome to scroll down, let them load, scroll down again, and repeated the process over and over.

    Yes there is a notes report. But that is a weak substitute for functionality that ought to exist on the notes page without…

    18 votes
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    1 comment  ·  Notes  ·  Admin →
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  3. Allow for notes to be searched by category!!!

    Some clients have many notes, so it becomes difficult to find "client" related notes as they get buried in the "operational" notes. There needs to be a cleaner way to differentiate between different types of notes when you are looking for a specific one. A filter, note folders, or both would be a great solution!

    18 votes
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    0 comments  ·  Notes  ·  Admin →
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  4. Add the notes timeline to the app too

    The notes timeline is helpful on the desktop version to see what notes have been made each day. This would be a helpful feature to have on the app as well.

    18 votes
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  5. Have the ability to add and move notes around within the note history

    In certain situations, an advisor may not be able to add a note to a client account on the day a meeting or phone call happened. With that said, it would be extremely ideal to be able to add notes in for a specific date that would correspond with the actual date the meeting, phone call or Zoom meeting took place. That way, the notes would consistently be in chronological order. The ability to also move around previous notes, since this option isn't currently available, would be ideal. Now, the option to "move" notes is available in Redtail, however, that…

    18 votes
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    1 comment  ·  Notes  ·  Admin →
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  6. A way to protect notes from inadvertently deleted

    Is there a way to better protect notes before we have a chance to save them? While talking to a client and taking notes on Retail I often will pull up another record and in doing so go back to where I had notes only to find them gone. If there was a feature like Word where is you close a document without saving it the software asks you if you want to save before it closes.

    18 votes
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    2 comments  ·  Notes  ·  Admin →
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  7. Notes e-Mail Notification - display full note

    When getting a notification that a note has been added and sent to us for review - it would be fantastic if that note would display in the e-mail instead of having to click to see the note and often times having to log in again (especially if working off the mobile app).

    I want efficiency, and having to click into an e-mail, to click the link to open a new tab is NOT efficient.

    17 votes
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    0 comments  ·  Notes  ·  Admin →
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  8. Notes search by date

    I have tried entering a date only in the search criteria so as to be able to skip ahead directly to that date without waiting for pages to load and load. But not dates can be pulled up. Could you add this as a search filter please? It would be so helpful. And yes I did write the date in just as you have them listed DD/MM/YEAR

    16 votes
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    2 comments  ·  Notes  ·  Admin →
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  9. Show tagged user in note

    When you look at a note in RT, you should be able to see a list of who was tagged in that note.

    16 votes
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    1 comment  ·  Notes  ·  Admin →
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  10. notes

    When reviewing notes, add the ability to view the names of the parties that are selected in "Notify User" or "Notify Team" after the note is posted. Currently, you can't look back to see who was notified once the comment is saved. It would also be nice if the email notification from Redtail included all names of persons copied on the note.

    16 votes
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  11. Time stamp AND date stamp on each note permanently without hovering.

    Please show the time stamp AND date stamp on each note permanently without the need for hovering.

    15 votes
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  12. Ability to Tag Multiple Users When Adding a Note

    Right now, we only have the ability to tag one user when inputting a client note. it would be very very useful if we were able to tag multiple users since in many instances, the information is pertinent to more than just one other teammember. Thanks

    15 votes
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  13. bulk change notes permissions

    We have had client's change advisors and we want to be able to change the permissions on all the notes to the new advisor in once action versus having to change the permission on every historical note.

    15 votes
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  14. Be able to add a linked note after an activity is completed

    We have been able to add linked notes to an activity after it was completed for well over a year since I have been using Redtail. I just found out it was a bug and we weren't supposed to be able to do so. This is so much easier and quicker and many less steps to be able to add a linked note after an activity is completed. It should be an available option.

    15 votes
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  15. ability to move note box

    I would love to be able to move the note box around while it is open so that I am able to see more about that contact or even look at other contacts while working on a note. Currently if you are creating a note there is no functionality until that note is completed.

    14 votes
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  16. 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
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  17. mobile draft notes

    PLEASE Have a DRAFT note feature for Mobile devices. I just LOST almost 15 minutes worth of notes when I switched applications to retrieve a reference in the middle of a detailed client note!

    14 votes
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    2 comments  ·  Notes  ·  Admin →
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  18. @ Note Feature from Home Page

    While trying out one of your competitors, they had a box on the Home Page that you could just type @JohnDoe and it would pull up the clients name and you could type out a note about the client, and it would automatically be added to the clients note section. For example:

    "I left a message with @JohnDoe" or "@JaneDoe called about her account, next steps are... "

    It was incredibly handy for entering client notes without having to go into their page... saved multiple mouse clicks.

    14 votes
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  19. Add photo images to Notes section of client profile

    We use super-sized 3M chart paper during our in-office client meetings and would love to be able to snap an image of them to apply to the Notes section, or elsewhere to make them readily available for future reference in follow-up calls and meetings. This could also be handy when clients and contacts attend our social events, and we'd like to record fun photos that have become a part of our relationship with them.

    13 votes
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  20. 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 votes
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