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!

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  1. Option to add a new contact when entering notes

    It would be nice to add a new contact from notes (like you can when adding a spouse under family name) so that when a new prospect calls in we can take notes right away without adding all the contact information. Otherwise we are doing it after the fact and using another program to take the notes initially.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. show account registration in pull down menu when linking an account to a note

    show account registration in the pull down menu when linking an account to a note. Right now it is just the account number

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Time stamp AND date stamp on each note permanently without hovering.

    Time stamp AND date stamp on each note permanently without hovering. Dates are much more important than what day of the week something occurred. We must know the date applications were submitted, calls received, etc. to track items correctly.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Tab while entering in a new note

    It would be great if you could tab between fields when entering a note like you can in activities. When in the body, you have to manually click out of that area to the next section to update the other fields.

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Be able to add a linked note after an activity is completed

    We have been able to add linked notes to an activity after it was completed for well over a year since I have been using Redtail. I just found out it was a bug and we weren't supposed to be able to do so. This is so much easier and quicker and many less steps to be able to add a linked note after an activity is completed. It should be an available option.

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

    Ability to edit notes after they are created.

    1 vote
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. Report: Notes by User

    Reports > Notes By User
    Please add a report that shows Notes By User, and with the ability to filter for periods of time. That way we can celebrate the team members that made the most notes in a Month or Quarter or Year.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Scan a document into notes section using the app

    I would like a scan function in the app, so when I am handed a document or take notes by hand on the road I can go to a client's note section in the app and scan it in.

    5 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. Go Back to Beginning of Notes

    It would be great to have an option to go directly to the initial note that was entered or all the way back to the beginning of the clients notes. It takes too long to scroll through and let the notes load when a client has over 10 years worth of notes. If there's a way around it already please let me know!

    Thanks!

    2 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. NOTES SECTION - COLLAPSED VIEW !!!!!

    PLEASE PLEASE, restore the previous view in NOTES section in order to see past notes/activities. We shouldn't have to click the 3 dots in order to see the notes, or at least give your users, also know as your customers, the ability to choose whether we want to see things one way or another. At this point, it is important enough for my business for us to start considering other CRM systems. Instead of making improvements, Redtails goes back in capabilities/functionality.

    54 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Viewing Notes section

    Someone decided to make notes shorter and now we cannot see the notes added to Activities.....terrible when trying to scan through notes to find an issued

    118 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. Notes

    Please update our notes section back to what they were - we take and add detail notes and want to be able to read the complete note without having to click into it - when we are on a call with a client now it is very hard to find the exact notes ugh

    109 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    With the change to the notes, we have had top copy and print them to be able to follow a thread of conversation. It is very time-consuming and counter productive.

    164 votes
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    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Restore full note view to inlude the full note, start date and complete date.

    Restore full note view to inlude the full note, start date and complete date instead of us having to click the three dots to view the entire note. This view was removed during a previous update. Rather than removing features that we have come to rely and forcing us to use something that we didn't want changed, just add a view option so we can choose what view we want to have.

    149 votes
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    5 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. More Options on the "Latest Notes" tab

    Control over which "notes" are immediately visible on 'latest notes'.
    A way to 'hide' certain, common notes so that only the special notes you'd like to have easily accessible can be.

    Perhaps adding a 'priority' option, filter, search, or otherwise ability to simply sort and filter notes.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Timestamp on Notes should be the time the note was STARTED, not the time the note was finished.

    Timestamp on Notes should be the time the note was STARTED, not the time the note was finished.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. Activity notes in app

    While the mobile app has improved significantly, there is still much work to do for "on the road" functionality. One specific area of recommendation would be that we could review, AND add new, notes to the activity while viewing the activity.

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

    When working on a note, it's frustrating not to be able to see the contact details from the overview page. It would be very handy to be able to set a preference where we could "expand all notes" on the front overview section page of a client the same way the notes appear under the note tab.

    65 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. bulk change notes permissions

    We have had client's change advisors and we want to be able to change the permissions on all the notes to the new advisor in once action versus having to change the permission on every historical note.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. picture in notes

    It would be great if via the APP we could take a picture and save it in NOTES,,,

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