Redtail 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!

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  1. A global setting that would put spouses name in the Additional Linked Contact field automatically

    We are selection the spouse's name with every married client for the Additional Linked Contact field. What if there was a Global Setting the defaulted the spouse into that field. You could always delete it if you did not want the note copied to her contact.

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. notes

    If there is a spouse set up on the client record, when you add a new note having it automatically linked to the spouse would save a step of manually adding them.

    2 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Link note to multiple activities

    Add the ability to link one note to multiple activities. For example, if you discuss multiple items with one client that are related to several activities, it would be nice to attach that note to all of the activities involved rather than have to copy/paste the same note into each activity thus cluttering up the timeline.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Link note to existing task/activity

    Often times myself and my team rely on information both in the activity and the notes related to a client. It is very inconvenient that information from an existing not cannot be added into an existing activity. Is this something that you may include in the future?

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Show Comments in the Notes

    Please show comments in the Note timeline :)

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Consolidated notes from texts, like Repchat

    It would be nice if client texts were grouped into one note per day or a separate folder for clients texts - we use Repchat

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. link note to email

    It would be great if you could create a linked note off an email (in a client's email history).

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to turn on/off the automatic notes generated from completed workflows & activities

    When a Redtail Workflow or Activity is completed, the system automatically generates a note in the client's Notes tab. We would like the ability to control if that is automatic or not because we are having to go in and delete them manually to keep our notes section clean. We can always reference completed Activities and Workflow summaries, so this seems redundant, especially because the note that is generated is not detailed and rather more of a summary.

    4 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. Family Notes Showing Duplicates

    When you either (A.) Copy a note to a client or (B.) Link the note originally to a client's spouse or other party. When displaying "Family Notes" it shows duplicates. It would be helpful if it did not do that.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Option to change the note time stamp

    Following up on T# 1392460
    User was unable to submit idea , he never rcvd the link from noreply@trymagic.com

    We'd like to be able to change the note time stamp view.
    Within the first 7 days,it shows as "last monday" , "last thursday" etc
    we'd like to be able to see the calendar date instead. 07/11/21

    20 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. linked note

    Add the ability to insert a linked note while in an activity in the mobile app.

    4 votes
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  12. A way to protect notes from inadvertently deleted

    Is there a way to better protect notes before we have a chance to save them? While talking to a client and taking notes on Retail I often will pull up another record and in doing so go back to where I had notes only to find them gone. If there was a feature like Word where is you close a document without saving it the software asks you if you want to save before it closes.

    7 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. ADD THE ABILITY TO CHANGE THE DATE AND TIME OF A NOTE.

    FCC HAS A VERY SIMILAR CRM AS REDTAIL. ONE FEATURE THAT WAS USEFUL WAS THE ABILITY TO ADJUST THE TIME AND DATE OF A CONVERSATION. SO IF I HAPPEN TO BE OUT OF THE OFFICE BUT HAVE A CONVERSATION WITH A CLIENT ON FRIDAY AT 1PM, BUT CAN'T ADD THE NOTE TILL WEDNESDAY OF THE FOLLOWING WEEK, REDTAIL DATES THE NOTE AS OF WEDNESDAY, WHEREAS FCC'S CRM ALLOWED US TO ENTER THE CORRECT DATE AND TIME AS FRIDAY AT 1PM. FOR COMPLIANCE PURPOSES THERE COULD STILL BE A TIME STAMP FOR WHEN THE NOTE WAS ACTUALLY ENTERED. THANKS.

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add to Notes Follow Up

    In the notes section of a contact, there is a box to allow you to Create a Follow-Up Activity. I would like a box for Create an Opportunity. Often after a discovery meeting or review, you will find new assets.

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to Print Family Notes

    Currently there is no way to print "Family notes" in your reports. You can print individual client notes history by using the "notes by contact" report - but you are not able to select more than one contact. Please add the ability to print family notes by adding that check box like in the client notes section or by allowing us the ability to add multiple contacts to the report.

    11 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. copy note

    When I copy a note from one contact to another (ie - from husband to wife), the date copied should be the date of the original note. It's currently set up to date stamp as today's date. So if I'm copying notes from over the last year from husband to wife, everything is showing up on the wife's page with today's date, which isn't helpful.

    18 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. Random Notes in One Place

    On the homepage, create a place that has just one blank page or blank pages with tabs (kind of like Microsoft One Notes) where you can just put random notes to type whatever with just a click of a button.
    This is good when you are on a call with a client and let's say they wanted the email address for TD Ameritrade's customer service and Fidelity... You have that info on one page so it's easily accessible.
    This would be quicker than having to look up TD Ameritrade, then Fidelity, it can be slow to upload... so One Page…

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. Audit History for Editing Notes

    Notes could use an audit history to track edits made. Right now there is no way to edit notes because of compliance and it actually makes it harder to be compliant. Instead, people take handwritten notes or use the important information area in Redtail for notes. If people do make notes, they do not always realize they cannot edit and will keep copying and pasting new notes until their note is final. People do not read the comments and don't want to make a comment for a change in a field that was in a note template.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. linked notes

    When notes are entered, can they be ascending rather than descending with the most recent note at the top of the box?

    1 vote
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  20. Default the font of choice

    I would like to be able to choose a font as a default instead of having to change the font each time I add a note.

    6 votes
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