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.
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  1. 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

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. 0 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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?

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

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

    10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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 →
  11. Automatically create note when updating a UDF

    I use a UDF to track my clients' "Review Status" with values set as Scheduled, Completed, Waived, or No Response. Is there a way to have a change in the UDF value automatically trigger an action? What I'd like to have happen is:

    IF UDF value = Scheduled, THEN create new activity (to open the create activity dialogue box so I could add their appointment to their Redtail account).

    IF UDF value = Completed, THEN create new note (so I can enter notes about the review).

    IF UDF value = Waived, THEN create new note (so I can add a…

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. When you save an email as a note, can you make it available in the most recent notes link for that day? The email is saved in the client's n

    When you save an email as a note it would be nice to see it show up on the daily notes link. Currently, mine are being saved in the client's notes history, but not in the most recent notes from the link for all notes.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. Being able to increase size of NOTES box

    it would be nice if we could increase the size of the notes box. it is small. hard to see. hard to type. when typing long notes, i usually have to type in word first, then copy and past into redtail. double work. waste of time.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. 17 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. Important Note Popup on Client Home Page

    Instead of a red exclamation point, have a banner that pops up prominently on the client's home screen to display important notes every time the account is opened.

    5 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. please add a check mark to special characters, thank you

    please add a check mark to special characters, thank you

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. notes

    Notes on completed tasks should be visible from the client's page without clicking on the completed task or looking underneath. For example, we have our "Client Check-in" calls and add notes into the "notes" tab on the right-hand side. We would like to be able to see it in a little blurb in the competed task.

    1 vote
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  20. 1 vote
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