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. Add more details in the account drop down in notes. Please add tax qual type and product.

    When attaching account to a Note, the account details don't include the Tax Qual Type, which shows us if it's a Roth, IRA, etc. so we can't tell which account it is. It would be helpful to have the tax qual type and the product as well. Quite often I put detailed info on the account in the Product field (i.e., Indiv, Indiv TOD, Indiv Annuity, etc.).

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

    Please show the time stamp AND date stamp on each note permanently without the need for hovering.

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. Note & Information Box Formatting & Coding

    I love the formatting options under Notes and Important Information. I love keeping things organized and clean. However, doing it with the buttoned options can be tedious and often doesn't yield the result I would like, so I often defer to 'source' (as I have knowledge of HTML & CSS) to make it easier on myself. Would there be a way to get the source code to line up and stay on separate lines such as (for example) <font color=red>text here</font> [NEXT LINE] <font color=blue>text here</font>? Right now I can code individual things on individual lines but when I save…

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. 361 votes
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    27 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Save Notes Filter (Category) in Preferences

    Please allow us to save in preferences the Categories we would like to see in the Notes view.

    12 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. I'd like to receive an error message when creating notes and something is missing

    When entering a note it did not save without having to select a user for permissions. I'd like to be able to see an error message as to why my notes aren't saving.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. smiley face compatibility

    clients sends me an e-mail that includes a smiley face. when I paste their email to the notes section it will not save. I have to manually go in and remove the smiley faces, which changes the tone of the e-mail and is extra work for me

    5 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. Action to delete and recreate a note.

    You do not allow notes to be edited, but you do allow deletion. None-the-less, it is common to need to edit a note for some reason, yet very cumbersome to copy the note, delete the note, paste it and then edit it.

    How about an action on a note that deletes and recreates the note, which is editable since it's a new note.

    Frankly, I think you should just allow a note to be edited but track the changes. It's just as compliant. Barring that, this seems a reasonable solution.

    Comments currently are not a good solution because they do…

    14 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. Notes Dashboard - default view

    In the notes dashboard, I'd like to be able to set my default to the last 7 days. Also, I'd love the option to see more than just 7 days, I thinkthe last two weeks would be a great view.

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. Change the time to eastern

    I want to be able to have my notes reflect my time zone. I was told by RedTail that it isn't available right now. These notes can be audited in our business. It needs to reflect when it was actually done in our time zone (Eastern). Any suggestions? Can this be done?

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add photo images to Notes section of client profile

    We use super-sized 3M chart paper during our in-office client meetings and would love to be able to snap an image of them to apply to the Notes section, or elsewhere to make them readily available for future reference in follow-up calls and meetings. This could also be handy when clients and contacts attend our social events, and we'd like to record fun photos that have become a part of our relationship with them.

    10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. link note to non-primary joint account

    If I have Client & Spouse as joint holders of an account created under Client, it now shows up under Spouse as a non-primary joint account. (Thank you!) But, if I am in the Spouse's record and create a Note, the non-primary joint account doesn't show up as an option to link to. I have to go to her accounts, then to the joint account, then scroll down and click on the notes, which takes me to the primary holder (Client) where I can finally create a note that I have to link back to the Spouse. It would be…

    3 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. 10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. Add "Notes" button next to the "add activity" button on the main contact page

    Can your programing team add a "Notes" button next to the "add activity" button on the main contact page versus having to click on "Notes" in the left hand menu and then clicking on the "Notes" button to get there? The "Notes" feature is something we use very often and would like it readily accessible. Thank you.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. Notes Dashboard- Linked Multiple Contacts

    When you go to the notes tab on the Today page (or Notes Dashboard), if there is a note that is linked to multiple contacts it just states how many linked contacts there are rather who the contact is.
    For instance, if the note is created in an activity with only "Jane Doe," the note will say Jane Doe. If the note is created in an activity with both "Jane Doe" and "John Doe" the note will just say 2 linked contacts.
    It would be nice if you could hover over "2 linked contacts" and it would tell you who…

    16 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. Notes customization

    Notes Customization - Within the contact record it would nice to modify the view so that the Notes page is easier on the eye. I type a ton of notes, but I ultimately see a ton of white space on my page because the notes dialogue boxes are huge and don't really show the meat, just the fat. Think text message bubbles.

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to Print Notes from the Account Level

    There is the ability the print an individual note when you are on the Notes tab, but if you go to the Notes under a specific account, there is no option to print. It would be useful if the notes under a specific account had all the same action items as they do under the notes tab.

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