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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. When searching text in notes, search comments as well.

    When filtering text in notes to find a word or phrase, the text in comments is not searched. Comment text should be searched as well.

    33 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    When adding a note and wanting to copy to another contact, "copy to another contact" field will not pull clients by nickname,only last name or formal name However in the contact search field, one can search by formal name, nickname, partial name. Very inconsistent!

    55 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Notes from all sources

    It would be very helpful on the notes page if you were able to see ALL notes - like the ones from workflows and opportunities and just placed into a profile in general. Some of our clients have multiple things going on at once. When you give them a call about one topic, they may decide they want to check in on the another event that is also on going. Currently you have to click a ton of times to find the relevant information. So it would be nice if we could be able to view in all in a…

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Pinning more than one note at a time

    I would like the option to be albe to pin more than one note at a time. It takes a long time for the pin to stick and then you have to go all the way thru all of the other "stuff" we don't need to see to back all the way down to the next note I need to pin. This would really speed up organizing the notes.

    17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Notes need to save after filtering by category.

    When filtering categories in notes, it needs to be saved. Unwanted notes are crowding out the timeline, and having to filter every time is inefficient. If the filtering is saved it will help.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Pin a note at the same time you create it

    Pin a note at the same time you create it - I constantly have to create a note, then go back and have to look for it to pin it. I would like to be able to pin a note at the same time i am done.

    33 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. search note

    When searching Notes, it would be helpful to have the search word highlighted in the results.

    31 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Linked Notes - Notify User and Copy to Another Contact

    It would be very helpful to have the same features in Linked Notes as we do in when adding a regular note - I often need to notify a user of this linked note as well as copy the linked not to another record.

    60 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. Stacking duplicate notes in the Overview

    Is it possible to "nest"/stack duplicate notes in the Overview that are all connected to one household? eg: I make a note on one spouse and copy it to the other (so I don't have to go through which-spouse-is-the-"head" thing); it's really only one note.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Need to see new comments to older notes on Todays Overview

    For compliance tracking, we need to be able to see any new comments to older notes on Today's Overview and related note reports. We currently have to add a new note for each step of a single process to ensure proper tracking.

    30 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. If changes, updates or additions to Activities and Notes could automatically save, or at least ask if you want to save before you move away

    If changes, updates or additions to Activities and Notes could automatically save, or at least a prompt if you want to save before you move away. Things can get moving very fast at administrative desks, and entering a note while the phone is ringing, or updating an activity while being given other instructions are not rare occurrences, and not having an update to an appointment or note of a transaction stick can cause major malfunctions for office operations. We are learning the new way, but most things entered are meant to stick, adding the step of having to save, for…

    29 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. Notes section

    Would like the capability to expand/suppress the notes section. Very frustrating to have to scroll to find notes from past history - would prefer the ability to see just 2-3 lines of the notes and then expand if necessary.

    43 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. Run a Notes report with select notes only

    Often time we come across a situation where there are a few notes spread over a few months for a client that would be great to condense into one single report to outline the process.

    'd love to see the ability to 'check' which notes to include in a report so we can print of a string of notes pertinent to each other and remove the extraneous notes for ease of viewing the progression of a task.

    66 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. When you quick add a note allow it to link to an opportunity, not just a contact.

    When you quick add a note allow it to link to an opportunity, not just a contact.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Search Notes by linked account number

    Redtail allows multiple account numbers in Notes' account number field. It would be useful to be able to use that linked field when using the Search box when in a contact's notes view. Right now that Notes search function only looks in the note's text field. It would improve functionality and usefulness if the Notes search box also looked in the linked account field.

    24 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Note Category - Ability to select more than one category for a note

    We would like the ability to select more than one Category for Notes. It is really common for us to take notes from a client meeting that covered several different topics or Categories. For example, the category might include a category called "Regular Progress Update" and the client might have requested a wire transfer so we would also have a category called "Money Movement" or "Wire Transfer".

    146 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. Name recognition

    Somehow have name recognition when you are typing in a clients notes. IE: in facebook when I am commenting I type Jane Doe and it automatically tags that person then both contacts can have notes updated without you having to think about adding them.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
1 2 3 4 5 7 Next →
  • Don't see your idea?

Feedback and Knowledge Base