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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NOTES -- Create limited "Draft" and permanent "FINAL" saves.
We understand that notes are permanent and cannot be edited/changed-- that's the way it should be. We REALLY NEED, HOWEVER, TO BE ABLE to first save a "rough draft" of a note (perhaps with a 3-hour limit) so it can be spell-checked, cleaned-up, items forgotten added, items poorly stated cleaned-up, etc. We are NOT suggesting the ability to change a note that has been saved as FINAL. once it's SAVED IN FINAL, NO MORE CHANGES. But give us a limited "draft" option, especially for phone/verbal PC notes. (Please vote your support for this change if you agree. Thank you.)
10 votes -
Option to add a new contact when entering notes
It would be nice to add a new contact from notes (like you can when adding a spouse under family name) so that when a new prospect calls in we can take notes right away without adding all the contact information. Otherwise we are doing it after the fact and using another program to take the notes initially.
10 votes -
print note history
The good point to keep notes in the client file is to save on paper and keep all the notes in once place. However, it would be nice to have the option to select and print out more than one note at a time if needed. To expand on that, the ability to print out the whole note history if needed. The option to only print out one note at a time is helpful, but if more than one is needed, the option to do that should be made available as well. Thank you for your consideration.
10 votes -
I would love to see some shortcut typing option or autocorrect as you go along in the notes.
I would love to see autocorrect as you type in the notes section. Appreciate the spellcheck but as I type, it would be nice for it to correct as I type.
Also, maybe a shortcut typing option to type your notes quicker. For example, I type "MyRepChat" and do not like to abbreviate in the notes. It would be nice if I could type MRC and it pop out.
9 votes -
Voice to Text
It would be great if on my desktop where I and my staff do all of our client notes, we could do speech to text. Currently we have to do speech to text in Word and then copy and paste to redtail.
9 votes -
Attach file to an existing note from main contact screen
We love the new option to add files to new notes. Very useful and convenient feature.
To take it to the next level -- we would like an option to 1) attach a new document to an existing note, and/or 2) link an existing document to an existing note.
Just noticed that we can do #1 from the Notes screen, but not from the main contact screen. This should be an option there, where we most frequently see the notes.
9 votes -
notes from outlook to redtail
We would love to see any Notes placed into Outlook be synced to the Notes section in Redtail via Retriever for Tailwag app.
9 votes -
Timestamp on Notes should be the time the note was STARTED, not the time the note was finished.
Timestamp on Notes should be the time the note was STARTED, not the time the note was finished.
9 votes -
Scan a document into notes section using the app
I would like a scan function in the app, so when I am handed a document or take notes by hand on the road I can go to a client's note section in the app and scan it in.
9 votes -
Time stamp AND date stamp on each note permanently without hovering.
Time stamp AND date stamp on each note permanently without hovering. Dates are much more important than what day of the week something occurred. We must know the date applications were submitted, calls received, etc. to track items correctly.
9 votes -
App > Notes > View Recent!
As a supervisor, I need to stay up to date on notes that the team adds in RedTail. Sometimes that is "on the road." But the App doesn't have a way to view all recent notes (irregarless of contact). Please add that! Just the way it is on website is fine - please add that to the App!
9 votes -
link notes to calendar
I know you can link notes to calendar from within the activity; however sometimes a note may have been created first! When this happens, we should be able to then link it to the activity. It's not practical that I will always be adding the activity first and then the note. Should be able to do it both ways.
9 votes -
Default the font of choice
I would like to be able to choose a font as a default instead of having to change the font each time I add a note.
9 votes -
Audit History for Editing Notes
Notes could use an audit history to track edits made. Right now there is no way to edit notes because of compliance and it actually makes it harder to be compliant. Instead, people take handwritten notes or use the important information area in Redtail for notes. If people do make notes, they do not always realize they cannot edit and will keep copying and pasting new notes until their note is final. People do not read the comments and don't want to make a comment for a change in a field that was in a note template.
9 votes -
Add to Notes Follow Up
In the notes section of a contact, there is a box to allow you to Create a Follow-Up Activity. I would like a box for Create an Opportunity. Often after a discovery meeting or review, you will find new assets.
9 votes -
combine note
It would be helpful to combine outside notes to existing activities instead of deleting the note and re-recording it within the activity or recording it multiple times. For example If I have a phone call with a client that pertains to two activities, I could make one note then link that note to the other activity.
8 votes -
Integration notes
Option to put integration name in notes or to automatically show the source when a note comes from an outside source.
8 votes -
linked notes
When notes are entered, can they be ascending rather than descending with the most recent note at the top of the box?
8 votes -
Notes customization
Notes Customization - Within the contact record it would nice to modify the view so that the Notes page is easier on the eye. I type a ton of notes, but I ultimately see a ton of white space on my page because the notes dialogue boxes are huge and don't really show the meat, just the fat. Think text message bubbles.
7 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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family notes
Automatically show family notes for all contacts - instead of habing to check the box for each account to "show family notes"
7 votes
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