CRM

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  1. 361 votes
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    27 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. Note Category - Ability to select more than one category for a note

    We would like the ability to select more than one Category for Notes. It is really common for us to take notes from a client meeting that covered several different topics or Categories. For example, the category might include a category called "Regular Progress Update" and the client might have requested a wire transfer so we would also have a category called "Money Movement" or "Wire Transfer".

    146 votes
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    6 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Notes - Click Button to Add to Household

    When adding a Note - Click Button to Add to Household

    105 votes
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    7 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    highlight sections of notes or descriptions in the activity...this is a very important feature

    85 votes
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    12 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. When printing contact notes the font is too small. Please increase or give option to change

    When printing contact notes the font is too small. Please increase or give option to change

    85 votes
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    6 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Run a Notes report with select notes only

    Often time we come across a situation where there are a few notes spread over a few months for a client that would be great to condense into one single report to outline the process.

    'd love to see the ability to 'check' which notes to include in a report so we can print of a string of notes pertinent to each other and remove the extraneous notes for ease of viewing the progression of a task.

    66 votes
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    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. Pinned note(s) show first on main Contact Screen Note Box

    I would like to see the pinned note(s) staying at the top of the quick view notes section located on the main contact screen. As of now you have to go into the contact and then click on the Notes section to the left to see any pinned notes listed at the top.

    Thanks for your consideration!

    64 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Linked Notes - Notify User and Copy to Another Contact

    It would be very helpful to have the same features in Linked Notes as we do in when adding a regular note - I often need to notify a user of this linked note as well as copy the linked not to another record.

    60 votes
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    5 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. When adding a note, Redtail users that have access to more than one database should have the option to copy the note to the other databases

    Members of our team support multiple advisors that share clients but have different Redtail databases (support staff has access to both databases). When adding a note to a contact's page, we would like to have the option to duplicate that note to the other databases that we have access to. There should be something like a check box to select "copy note to another database" so that we do not have to copy and past the note.

    56 votes
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    5 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    When adding a note and wanting to copy to another contact, "copy to another contact" field will not pull clients by nickname,only last name or formal name However in the contact search field, one can search by formal name, nickname, partial name. Very inconsistent!

    55 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to enter a date for when the note occurred, not just when the note was created

    If the note has to be timestamped on the date it was entered, at least add the option to also select when the note occurred.

    50 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. Need to have (at least basic) Formatting of Comments in Notes

    It would be awesome to preserve at lest some basic formatting of Comments made to Notes. Comments are a great way to track who does what and at what time. But even a common return/enter to start a new paragraph does not translate when you add a comment to a note. It shows up as one big blob and is difficult to read a longer comment that needs to be made. Full formatting (bold, italicize, bullets, etc.) would be great, but at least we should have the ability to start a new paragraph. Thanks!

    46 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. link an existing note to an existing activity

    Link Existing Notes to Existing Activities
    Under the Note Actions you can link an existing note to account - why not to an Existing Activity? I frequently need to clean up the data base for continuity and correctness. This would be a tremendous help to all admin users.

    46 votes
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    7 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Notes section

    Would like the capability to expand/suppress the notes section. Very frustrating to have to scroll to find notes from past history - would prefer the ability to see just 2-3 lines of the notes and then expand if necessary.

    43 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Notify User in Note

    Please make it to where we can check status of who was notified during a note creation. Many times we have advisors put notes and cannot remember if they notified admin to complete. It would be very helpful to have a record of who was notified and when.

    42 votes
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    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Pin a note at the same time you create it

    Pin a note at the same time you create it - I constantly have to create a note, then go back and have to look for it to pin it. I would like to be able to pin a note at the same time i am done.

    33 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. When searching text in notes, search comments as well.

    When filtering text in notes to find a word or phrase, the text in comments is not searched. Comment text should be searched as well.

    33 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. search note

    When searching Notes, it would be helpful to have the search word highlighted in the results.

    31 votes
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    7 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. Workflow notes should be included in general Notes

    It's absurd that notes attached to a step or task in a workflow don't (also) appear in the general Notes of a contact record.

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