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!
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.
157 results found
-
talk to text feature
In the notes we would like a feature where we can talk to text into the notes so we do not have to type up notes each time. Also if you could integrate Windows Copilot into Redtail that would be nice.
2 votes -
Rep chat comments
Currently, the rep chat info goes into the notes section. When looking for notes, you have to scroll through and it's cumbersome at times because some clients text all the time. Is there a way to have another section for that or distinguish rep chat vs true notes??
2 votes -
A checkbox to copy note to all related family members
Instead of manually searching and copying related family members, a checkbox to automatically copy all family members to the note. In addition the ability to check this box automatically as a part of a note template
5 votes -
When tagging additional contacts in a note, any contacts that autopopulate should be BEFORE the "Add new contact" option. Not after.
When I go to tag an additional contact, I begin typing their name (e.g. "stev" for Steve). If I have 1 contact named Steve it should populate that name above the "create new contact" option so that I can hit enter as soon as I have the name partially typed
3 votes -
Changing activity category should make it searchable in notes
If you change the category of completed activities, they should be able to be searchable by that category in notes. I recently changed the activity type to "Client Review" so I could filter out these notes, but was told that the category does not change for completed activities on the notes section.
1 vote -
Notify users when comment added to a note
users can notify team members when adding a note to contact, but that option is not available when adding comments. Should be consistent.
3 votes -
Create Linked Activities, documents, linked accounts from the aggregate notes on today list or notes by contact
Currently on the aggregate notes page under each note, the actions link, you only have the option to print or delete. Why don't you have the options to link an activity, document, account or note, like you do when inside a contact record? You also can't do any actions the notes by contact report. It would be very helpful to be able to look over the days activities in aggregate and then link activities to them without having to go in and out of every contact in the list. In addition, having the ability to filter the aggregate today notes…
3 votes -
Create Linked Activities, documents, linked accounts from the aggregate notes on today list or notes by contact
Currently on the aggregate notes page under each note, the actions link, you only have the option to print or delete. Why don't you have the options to link an activity, document, account or note, like you do when inside a contact record? You also can't do any actions the notes by contact report. It would be very helpful to be able to look over the days activities in aggregate and then link activities to them without having to go in and out of every contact in the list. In addition, having the ability to filter the aggregate today notes…
3 votes -
It would be great if we could change font colors and have the option to highlight in the Notes!
It would be great if we could change font colors and have the option to highlight in the Notes!
4 votes -
Copy Notes to Spouse's Profile
Have a box we can check that will automatically copy the notes we are saving in the client's profile to their spouse's client notes as well.
7 votes -
Allow for much longer file names for attachments (i.e., PDF's, docx, etc) in CRM Notes. NONE of our files will link/attach as a result.
Allow for much longer file names for attachments (i.e., PDF's, docx, etc) in CRM Notes. None of our files will link/attach and open as a result. Thanks!
1 vote -
ability to edit notes
We would like to be able to edit notes once saved. We regularly have to leave for a meeting and save them when not complete so nothing happens to them. Since we cannot edit we must copy and paste and then delete. This is time consuming and frustrating.
4 votes -
Our office would like to have each user see only the notes for their clients on the dashboard
When a user logs in they can see notes for all users in the office. They don't want other users to see what they are interacting with their clients about. It is a bit of a privacy issue for the clients also.
3 votes -
spell check within notes
Would be great if a spell and grammer check program could be implemented within the notes. That way you would not have to copy and paste from another source.
5 votes -
FMG Suite email change
I'm having issues with my FMG. Every time FMG syncs, it goes into the "Notes" section of Redtail and is categorized as "General Information." I need to make sure these notes sync in as "Emails" instead of "General Information".
Also, I have MyRepChat for texts. I would like MyRepChat to be able to automatically sync under a seperate category as well so my Notes section does not get bogged down.
There should be a setting under "integrations" that would allow for specific integrations to automatically sync as certain "Categories" in the Notes section.
3 votes -
Add multiple users to a note
Could you please add a feature that will allow us to add multiple users to a client note notification. Right now we only have the option to select one other user or a pre-grouped team of users. It would be helpful if we had to option to pick and chose different users to receive a note notification based on which team members are working on a specific client project.
1 vote -
Create follow up from a note, when adding the note to another activity
Why can't we have the "create a follow up" from a note that was created under an activity? Many times we have an activity that has multiple steps in which have different notes and different follow up timelines. We know this was available until the recent update but are being told it never existed so we need to suggest as a new feature.
6 votes -
Notes that you have been notified of show up under notifcations
We get emailed if we are notified of a note but there is no way to see a list in the website of the notes that we have been tagged in. I believe that under notes in the today section there should be a place to see all the notes that we have been tagged in. I think it would also be beneficial if they showed up under the bell icon. After all that is where notifcations are supposed to be in the website.
1 vote -
Copy note to additional contact
When copying a note to an additional contact, the comments and any attached documents should also transfer with the note!!!!
17 votes -
Notifying Colleagues
I believe we are able to tag/notify other colleagues via the activity tab, but our team primarily communicates and documents via the notes tab. For example, my colleague and I were both working on a task together. If would be nice to tag her somehow to let her know about an update I've made or a note I have shared. Other than this, she would have to constantly check for new notes.
4 votes
- Don't see your idea?