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. 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.

    19 votes
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    6 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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.

    13 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. 17 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. Show the note when you "notify other user" Please include the note when we notify the other user. It's too many steps to have the user login

    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.

    15 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    16 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. 361 votes
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    27 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. link contact to note after note is posted

    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

    11 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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…

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. auto save notes

    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?

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    Please Offer the Option to Alert / Notify Specific Users When Adding a Comment to an Existing Note

    We would love to utilize the "Comment" feature more on RedTail. It makes sense to keep all notes/remarks/follow-up on a particular subject organized together in one thread.

    However, because users do not currently receive notifications for comments added to existing notes, it is *Highly Unlikely that they will Actually See the new information that has been added to said thread.

    *But Please Note:
    We should have the Option to Choose
    Which Users are notified when we add a Comment, because the new…

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add "Type" drop down to Note Entries as a selectable option

    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.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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…

    17 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    8 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. notes

    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.

    2 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. searching in Notes

    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.

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. Please add "type" (in addition) to "category" to Notes

    Notes only have "category", please add "type" (of activity) to notes. By adding "type" (of activity), we could say/see the note was an outbound call, an inbound call, email sent, text received, etc., and also still have the note "categorized" as move money, portfolio, trade request, etc. By only having "category" for note, we are forced to label as an activity, i.e., outbound call, instead of a category, i.e., beneficiary update or vice versa. A work around for this is to create an activity, but then I can't complete an activity while I'm in it / creating it, which requires…

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