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Redtail CRM

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179 results found

  1. Note notification - the note populates the email

    When one receives an email with the subject "Redtail CRM: A new note has been added.", having the note populate the email would be helpful so one does not have to login to see the note.

    12 votes
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  2. When commenting on a note, the button to finish should say "SAVE COMMENT"

    An advisor typed a detailed comment to a note to update it. He clicked on "CLOSE" thinking he was finished. The comment was lost. I showed the person how, just above it, he needed to click on the button that currently says "COMMENT" only. It would be much clearer if the button more clearly said, "SAVE COMMENT."

    1 vote
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  3. Pin a note feature

    Have the option to pin an important note in the contact record so it can be easily accessable.

    6 votes
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  4. 1 vote
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  5. Searching notes

    When searching Notes, the default is automatically to have everything checked including activities. I would like the ability to set a default when doing the search to only search the actual notes, not activities, emails sent etc.

    3 votes
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  6. See who was notified in Notes

    We need to see who we notified when a note is created and sent to another user. We have no way to verify when we notify someone of important actions or information pertaining to a contact. This can can cause mistrust and frustration from clients when things don't get done. This can also create internal issues when you know you checked a button to notify someone but they say they did not receive an email. This seems a very simple feature to add in Notes.

    1 vote
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  7. NOTES -- Create limited "Draft" and permanent "FINAL" saves.

    We understand that notes are permanent and cannot be edited/changed-- that's the way it should be. We REALLY NEED, HOWEVER, TO BE ABLE to first save a "rough draft" of a note (perhaps with a 3-hour limit) so it can be spell-checked, cleaned-up, items forgotten added, items poorly stated cleaned-up, etc. We are NOT suggesting the ability to change a note that has been saved as FINAL. once it's SAVED IN FINAL, NO MORE CHANGES. But give us a limited "draft" option, especially for phone/verbal PC notes. (Please vote your support for this change if you agree. Thank you.)

    1 vote
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  8. Linking notes

    when you go add a note the linked contact option should already have the contact that they share a family name with; or have it as a default setting you can choose

    1 vote
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  9. Ability to Tag Multiple Users When Adding a Note

    Right now, we only have the ability to tag one user when inputting a client note. it would be very very useful if we were able to tag multiple users since in many instances, the information is pertinent to more than just one other teammember. Thanks

    3 votes
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  10. Ability to edit a note

    I have seen for many years people suggesting to be able to edit a note after its added. I can't believe this still isn't available. Please add this feature!

    2 votes
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  11. Speak Internal Messages Sync with CRM Notes

    It would be nice to be able to have an internal conversation about a client on Redtail Speak and have it populate as a note on the Redtail CRM contact record. For example, if the Advisor wants to ask a staff member a question about why an action was taken, it'd be nice to have the whole back and forth between them in the contact record as note to reference later

    3 votes
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  12. I would love to see some shortcut typing option or autocorrect as you go along in the notes.

    I would love to see autocorrect as you type in the notes section. Appreciate the spellcheck but as I type, it would be nice for it to correct as I type.

    Also, maybe a shortcut typing option to type your notes quicker. For example, I type "MyRepChat" and do not like to abbreviate in the notes. It would be nice if I could type MRC and it pop out.

    4 votes
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  13. Allow to choose to use actual dates in notes

    Forcing notes to use date reference like "last Monday" "last Tuesday" etc can be very confusing. Allow us at least to toggle back to the actual dates for those terms please!

    2 votes
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  14. Excel feature

    Ability to have spreadsheet/excel like function for a task

    3 votes
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  15. Add Microphone for dictation of spoken notes

    In the notes section adding a Microphone so we can speak our notes once we are done with a client meeting,

    Instead of having to cut and paste or write notes

    4 votes
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  16. 4 votes
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  17. Notes

    In notes, it would be very easy to type a note and then accidentally click the X at top right of the note dialog box to get out, and in doing so you would lose your entire note because you didn't go to the bottom and hit "Save" first. Could you please either make notes save automatically as one types it in, or put in a safety mechanism so that if a user absent-mindedly clicked the X it would bring up a dialog box that asks us if it is our intention to delete the note, or do we want…

    1 vote
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  18. Notes

    Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased

    24 votes
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  19. Show tagged user in note

    When you look at a note in RT, you should be able to see a list of who was tagged in that note.

    9 votes
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  20. Tracking who was Notified in a note

    After typing a note and "notifying" a team and/or individual, it would be spectacular if there was a way to later reference who you notified. SOOOO many times I have said "I notified you of that note" and the person says "I didn't receive an email". We need a way to track who was notified in each note. Maybe in the "general information" section where comments are. It would solve so many things! Why notify at all when you cannot reference or use it to confirm anything?

    19 votes
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