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

    19 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. when searching texts in notes, search completed activities as well.

    When searching texts in notes, search notes within completed activities as well.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. adding additional accounts in the notes

    I would like to be able to add more than one account to a note so if a client had three accounts we talked about, there would be a way to link all three rather than just one.

    2 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. family notes

    Automatically show family notes for all contacts - instead of habing to check the box for each account to "show family notes"

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. When adding notes in steps/tasks of a workflow, please create option to add that note to client's profile notes to avoid need to duplicate

    Our firm keeps track of progress in workflow using notes, however we also keep notes in the main notes section of a client profile but currently have to copy notes from the workflow into profile notes. Please add an option to add workflow note into main profile note.

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. The ability to edit a note for 24 hours after creation

    Allow notes to be edited w/in a short timeframe.

    33 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. Easy toggle for multiple linked activities to a note

    We are now able to link multiple activities to a single note (which is an awesome feature!!), and when you are on the clients main page you can see the how many activities are linked to a particular note. But when you click on the hyperlink to bring you to the multiple activities, it automatically directs you to oldest outstanding activity. My suggestion would be some sort of drop down, or list out multiple links to direct oneself to the appropriate activity. Is this at all possible?

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Notes Notification Report

    It would be helpful to be able to pull a report of notes in which you were notified on. e.g. An advisor makes a note in the client record and notifies his assistant. There currently is not a way for the assistant to pull a report of notes on which she was notified. Maybe it could just be added as an additional filter to the Notes By Contact report?

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Please add "type" (in addition) to "category" to Notes

    Notes only have "category", please add "type" (of activity) to notes. By adding "type" (of activity), we could say/see the note was an outbound call, an inbound call, email sent, text received, etc., and also still have the note "categorized" as move money, portfolio, trade request, etc. By only having "category" for note, we are forced to label as an activity, i.e., outbound call, instead of a category, i.e., beneficiary update or vice versa. A work around for this is to create an activity, but then I can't complete an activity while I'm in it / creating it, which requires…

    9 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Please Revisit: Need Separate Category Lists for Notes and Activities

    I see that this question was first asked in January 2016 and not responded to until October 2019. I also see that the answer given in 2019 was that this suggested feature was “either not possible or not planned at the current time. Technology changes all the time.”

    Your answer is quite late and very disappointing.

    Because you won’t make the database work this way, the only usable workaround I’ve found is to create two entries for each Category and indicate that one of them is to be used for Notes.

    This workaround is not an elegant solution by any…

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. link notes to workflow

    It would be super helpful if you could link a note to another note (instead of just adding a comment to a note) when a note is related to a previously written note. It would also be super useful to be able to link an existing note to a workflow (or activity or opportunity. I know you can add a new note for activities and opportunities, but I don't believe you can add an existing note). Like, say the Advisor has a conversation with a client about a distribution request and makes a note in redtail about the request. Then…

    26 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add contact info into the note reports

    When printing out note reports, you should also be able to see their contact info such as their phone number and email at the top. Currently it has their name, date note was added on, account, category, type, and added by. The phone number and email of the person should also be included in that section.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. 6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add more than one activity templates to bottom on note page

    LOVE how you've added the ACTIVITY TEMPLATE to the bottom of NOTES when we click "create followup activity" - However, could you add the option of up to 5 activity templates? In our office, 1 note will generate several activities from that one note. We'd love the option of more than one. Thank you

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