Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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33 results found
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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…
44 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Viewing either linked notes or linked documents on completed activities
After an activity is completed, you should be able to see either linked notes or linked documents on the completed activity without going into the activity or having the note in a different "box." Anything relating to that activity should be easily viewed within the box, even if it has a paper clip or a pdf icon on the summary screen indicating that there is either linked notes or a linked document.
14 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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tagging contact in notes with @ sign or some other way
I'd like to see a way to link another contact in someone's notes...example.
"Nancy called today and told me to call her brother @Robert Killian. He just retired and is looking for help."
Then Robert Killian is a hyperlink to click on to go directly to his contact record.13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Notes - Click Button to Add to Household
When adding a Note - Click Button to Add to Household
119 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
36 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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
19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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23 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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
91 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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
106 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not
Making "Comment" on an existing note more visible
420 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.93 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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…
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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!
154 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Capability to delete comment
I'm able to delete a Note but not a Comment within a Note. It would be nice to be able to delete your own Comments within a 24 hour period. I only delete Notes immediately upon saving it if I need to revise content due to an error. I'd like the same capability with Comments.
Because the Comments format jams it all up making look like one huge paragraph, sometimes I feel the need to revise a Comment to add additional spaces and symbols to make it easier to read and understand.
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Ability to enter a date for when the note occurred, not just when the note was created
If the note has to be timestamped on the date it was entered, at least add the option to also select when the note occurred.
73 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Need to have (at least basic) Formatting of Comments in Notes
It would be awesome to preserve at lest some basic formatting of Comments made to Notes. Comments are a great way to track who does what and at what time. But even a common return/enter to start a new paragraph does not translate when you add a comment to a note. It shows up as one big blob and is difficult to read a longer comment that needs to be made. Full formatting (bold, italicize, bullets, etc.) would be great, but at least we should have the ability to start a new paragraph. Thanks!
53 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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