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!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. 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.

    18 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. Notes - Click Button to Add to Household

    When adding a Note - Click Button to Add to Household

    106 votes
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    7 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    21 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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 →
  8. 19 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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

    13 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 11 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. Notify User in Note

    Please make it to where we can check status of who was notified during a note creation. Many times we have advisors put notes and cannot remember if they notified admin to complete. It would be very helpful to have a record of who was notified and when.

    62 votes
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    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. When printing contact notes the font is too small. Please increase or give option to change

    When printing contact notes the font is too small. Please increase or give option to change

    88 votes
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    6 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. "Hide" bulk emails from showing up in notes

    We would like to option to hide bulk emails, labels created, other from showing up in notes so that only true notes are reflected on client profiles without having to scroll through unimportant data to locate client specific notes. We send out bulk emails at least once per week, which means scrolling through several insignificant notes to get to the important items.

    2 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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.

    12 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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

    88 votes
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    13 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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…

    12 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. 378 votes
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    28 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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