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. Create ability to archive notes

    It would be great if we had the ability to archive notes so that we can hide some of the extraneous posts that show on the Notes tab that aren't as important/critical. The notes would still be captured for the client, just not right there on the main page clogging up the notes timeline.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. Edit a client note

    Would love for their to be a feature where you can edit a note for a client after saving the note. Please let me know if there is already a feature for this.

    Thanks!

    5 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Show comments on "Recently Added Notes"

    Please include recently added comments to the "Recently Added Notes" page under the dashboard. This will help us to get like projects together as well as stay on top of them and not redo the work someone else already did.

    18 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    16 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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…

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

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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 →
  9. splitting a joint note

    If I create a Note with multiple clients, each Follow Up Activity gets listed under each client record. Please create option to list under one client record. (For ex: "Client Meeting" Not created under husband and wife. But I need to create a few follow up activities, some under only the husband, some under only wife.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Please make the pop up note's entry box larger on the screen. And move the "Save Note" button to the top!

    *When i copy/paste either one large emails or multiple emails into the small note box, it's difficult to do so efficiently and accurately because the entry box is too small. If it was larger, it would be much more efficient to copy/paste emails, type in changes/updates/other notes/etc. Sometimes depending on if i'm using my laptop or desktop computer, this is difficult to use.
    **Also, can you please move the "Save Note" button to the top of the pop up screen instead of at the bottom. There's so many new features/settings in that pop up box now, that i can't see…

    4 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. 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 →
  13. Unlink Account Numbers from a Note

    Unlink Account Numbers from a Note

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. 4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. note filter

    It would really be nice if we could have Note Filters that include E-mail History (for Redtail E-mail hosted e-mail addresses) and Redtail Speak History in addition to the existing note filter types. Currently, you have to go to three places: E-mail History, Redtail Speak History and notes section to see what has occurred in a client record. Our firm is currently cutting and pasting a copy of the e-mail into the notes (even though we have Redtail e-mail hosting) and we will cut and paste some of the Redtail Speak texts into the notes section so we can see…

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

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 1 vote
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  19. 3 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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