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Redtail CRM

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187 results found

  1. 420 votes
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    29 comments  ·  Notes  ·  Admin →
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  2. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    With the change to the notes, we have had top copy and print them to be able to follow a thread of conversation. It is very time-consuming and counter productive.

    194 votes
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    4 comments  ·  Notes  ·  Admin →
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  3. Restore full note view to inlude the full note, start date and complete date.

    Restore full note view to inlude the full note, start date and complete date instead of us having to click the three dots to view the entire note. This view was removed during a previous update. Rather than removing features that we have come to rely and forcing us to use something that we didn't want changed, just add a view option so we can choose what view we want to have.

    174 votes
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    5 comments  ·  Notes  ·  Admin →
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  4. 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".

    160 votes
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    6 comments  ·  Notes  ·  Admin →
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  5. 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 votes
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    5 comments  ·  Notes  ·  Admin →
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  6. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    This should be standard for notes and reminders and activities and workflows - wherever there is a date it should be in a standard date format. Using "Wednesday" to indicate next Wednesday is confusing and frustrating. It would be so much simpler to have date 1/13/2021. It never has to be updated once it gets beyond your time frame of "three Tuesdays ago" or whatever it is.

    138 votes
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    3 comments  ·  Notes  ·  Admin →
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  7. Notes

    Please update our notes section back to what they were - we take and add detail notes and want to be able to read the complete note without having to click into it - when we are on a call with a client now it is very hard to find the exact notes ugh

    139 votes
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    1 comment  ·  Notes  ·  Admin →
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  8. Viewing Notes section

    Someone decided to make notes shorter and now we cannot see the notes added to Activities.....terrible when trying to scan through notes to find an issued

    130 votes
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    2 comments  ·  Notes  ·  Admin →
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  9. Notes - Click Button to Add to Household

    When adding a Note - Click Button to Add to Household

    119 votes
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    7 comments  ·  Notes  ·  Admin →
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  10. Allow us to Edit Notes

    Give us the ability to edit our notes once posted, not just add an additional comment below the note.

    118 votes
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    0 comments  ·  Notes  ·  Admin →
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  11. 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 votes
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    13 comments  ·  Notes  ·  Admin →
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  12. 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.

    99 votes
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    9 comments  ·  Notes  ·  Admin →
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  13. 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 votes
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    9 comments  ·  Notes  ·  Admin →
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  14. 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 votes
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    6 comments  ·  Notes  ·  Admin →
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  15. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    Please Offer the Option to Alert / Notify Specific Users When Adding a Comment to an Existing Note

    We would love to utilize the "Comment" feature more on RedTail. It makes sense to keep all notes/remarks/follow-up on a particular subject organized together in one thread.

    However, because users do not currently receive notifications for comments added to existing notes, it is *Highly Unlikely that they will Actually See the new information that has been added to said thread.

    **But Please Note:
    We should have the Option to Choose *Which Users are notified when we add a Comment, because the new…

    87 votes
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    1 comment  ·  Notes  ·  Admin →
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  16. 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.

    82 votes
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    4 comments  ·  Notes  ·  Admin →
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  17. Add pinned notes to Latest Notes screen.

    Add pinned notes to Latest Notes screen.

    81 votes
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    1 comment  ·  Notes  ·  Admin →
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  18. 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!

    80 votes
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    3 comments  ·  Notes  ·  Admin →
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  19. 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.

    79 votes
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    5 comments  ·  Notes  ·  Admin →
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  20. 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 votes
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    3 comments  ·  Notes  ·  Admin →
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