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. Numbered list does not retain formatting when copied into Notes

    When copying and pasting a numbered list into Notes (from an email, in this case), the numbered list does not retain its numbers formatting. Instead, the count stops and then the numbering restarts with "1" again in the next numbered item. Blank lines between the numbered items appear to be causing this to happen.

    13 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. Notes template

    Being able to add check off boxes to a Notes Template, this would help the user check off items that have been completed.

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

    I think you should go back more than 7 days to view notes. Just sayin ....

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Note Report in Portrait mode

    PLEASE, PLEASE, PLEASE add an option to print the Note Report in portrait mode like it used to be. We scan our notes to Dropbox, and it is really hard to read them sideways later when we need to...plus the Subject, Notes, Start Date, and Complete Date don't print out properly either.

    24 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Tally count of COMMENTS BY USER

    Your tally on NOTES BY USER shows the number of notes entered by each user. Love it. Any way you can keep a tally count on COMMENTS BY USER?

    4 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Notes you've been notified of should appear on dashboard

    Have an area on the dashboard where you can get a quick glance and filter notes you've been notified of. The email notification is nice, but it would also be great to see all the notes that have been made over the past few days that you have been notified on instead of going in to each email.

    15 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. NOTES PAGE SORTING

    I would like to be able to set a global setting for all CRM contacts that will allow me to decide what detail I am going to see. As an example, I would like just "notes" and "Activities" as a default

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Copy notes from one record to another record in bulk

    We want to able to copy all completed notes from one record to another record. Right now you can only do it individually.

    18 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. copy and paste formatting into notes

    (Pasting from word, etc then printing out the note later) It is better however there are still many extra spaces generated and id love to see exact formatting including multiple columns. Seems to me if you put the left side details in the footer there will be more room for the note itself too. (see attached for comparison of original to RT output)

    12 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Tables in the Notes section

    Would like the ability change the rows and columns after the initial table has been created in the notes section of the CRM.

    12 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. Notes attached to additional contacts

    When a note is attached to an additional contact at a later time, the date of the note should be accurate to the date note was taken, not the date it was attached to the contact. This is very confusing and needs to be changed.

    20 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. Should be able to notify more than just one user when imputing a new note

    When adding a note, you can only notify one user about that note. Should be able to notify multiple users.

    15 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. I should be able to receive notifications of the note I just documented for a folder. As I record multiple notes in a sitting, I count on r

    I should be able to receive notifications of the note I just documented for a folder. As I record multiple notes in a sitting, I count on receiving these emails to remind me of the assigned tasks to me. I do not want to have to remember which notes and folders I documented to be reminded of my tasks. Receiving this email notification was a simple process to keep me organized. Now you have removed a very useful process that worked for me up through April of 2019

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

    Under recently added notes in lieu of "2 linked contacts" it would be helpful to have the names listed there rather than having to click on the link to see the names

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. 19 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. comment link

    Currently when a note has already been copied to another contact, if you put a comment on the note it does not copy to the other contact that was already copied to the note. When a comment is made under a note that is copied to other contacts, that comment should automatically copy to the copied contact on the note

    10 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. notes

    Why do notes look differently when printed? When adding notes I format as I would a letter or article. This means there are paragraphs. When I print notes, all of the sentences are jammed together. This did not happen in the prior version of Red Tail. In order to make a long note readable, I have to copy and paste it in to a Word document and then edit the note so it is readable. YOU ARE MAKING WORK FOR ME.

    16 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. 10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
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