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.

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.

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.

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

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.

Please show the note when you "notify other user" or "notify team"

Please include the note when we notify the other user. It's too many steps to have the user login and search the client just to see the note. Our staff would like to be able to just view the note right there from the email message.

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.

Making "Comment" on an existing note more visible

After a note is posted, would it be possible to add a feature where an additional contact is linked to said note? Instead of deleting and recreating the note. We know there is a feature to copy the note to a new contact. But when comments are added or activities are linked, we would like to all parties involved to be on the same page

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.

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?

Add the "Type" drop down to Note entries, similar to the Category drop down. By adding Type, your note entries can be aligned with the Activity Type.

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.

When enterring a note there is a section that allows you to link an account. That is great, but it only lists the custodian and account number. It would be helpful if the title of the account was listed their. We generally do remember account numbers and go from account titles. We noticed that their is no place to put an account title on an imported account. We solved this by placing the account title in the "product" section of the note.

This feedback relates to the "Note Filters" field found on the Notes page. We use the "search text" field to be able to locate a specific note. This features works great to search the text of notes. However, we have discovered that it doesn't return results from within "Comments" that were added to the note. The comments feature is very useful to keep the string together, however, we would really like the search text field to source from within comments as well. Thank you.