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
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"Are You Sure?" prompt when hitting "cancel" after adding a note.
Can we add an "Are You Sure?" prompt when hitting "Cancel" after adding a note?
The "Save Note" button is very close to cancel and would be useful in the numerous cases when I go too fast and hit "Cancel" instead of "Save Note".
7 votes -
Linked Spousal Notes
When completing notes on a profile that has a linked spouse, it would be really helpful, if there was a "rule" that automatically linked the spouse since most of the notes are joint, instead of having to link an additional contact for every note. More frequently than not, we forgot to add the spouse to the original note so we have to go back and copy notes to the other spouses contact card.
13 votes -
Notes Sorted by Date - not by completion date.
I want the ability to filter by completion date. Currently, it only filters by start or assigned date which doesn't help if I wanted to see a report of all activities completed last month for example.
5 votes -
Link an already created note to an Opportunity
You should be able to link a note that was already created to an Opportunity, rather than needing to create the note within the Opportunity right off the bat.
6 votes -
My Rep Chat takes up too much room.
With the new updates in RT, the text messages that come thru from My Rep Chat into the notes section now take up so much room. It gives a new section for each response, even if someone just said thank you. It used to be where the text stayed in one whole section. Now you have to scroll down thru the notes section to get what you are actually looking for. It would be helpful if this appeared smaller or if there was another category all together for just My Rep Chat text messages. Thanks!
6 votes -
Last Note Report
Last Note Report - allow to filter notes (such as exclude broadcast email). This would enable users to review more useful data to gauge client touches.
1 vote -
jd.koyle@allegisfp.com
When pulling the report to see notes not permission, it would be great if activities and workflow notes weren't apart of that report. For some reason not all activities show in the notes section of a client when completed. I can't seem to find how to permission workflow notes and they just stay on my report.
3 votes -
printing notes
Recently we noticed that when we print a note it is automatically inserting a letter "A" after multiple spaces. The additional letter is causing issues when reading the printed note, especially since it doesn't show in the actual note/activity on Redtail. Can this feature be removed so it doesn't show anymore, please?
3 votes -
full dates on note history
Notes less than a week or two weeks old summarize the date of the note: e.g. "Last Tuesday at 1:14 PM". It would be more useful to list the full date - Tuesday, March 12th @ 1:14 PM.
9 votes -
Have the notes option available for households
In households, have a notes option so we don't have to post the same note on each separate client. This is helpful we we do a household review of accounts or the note item affects all the members of the household.
1 vote -
Showing "Versions" of notes
I understand why notes cannot be deleted, but when there is a typo or a bit of information is entered in incorrectly, rather than just adding a comment, it would be nice to edit/fix the note, but still leave the original. Like having the ability for a note to have multiple versions that are all viewable at any time, but the most recent being the one viewed from the "latest notes".
6 votes -
Faster/Easier Access to Old Notes
When viewing notes for a client that's been with you for several years is a very time consuming task. If there were numbered notes pages, like when shopping online where you can click back to another page it'd be easier than scrolling all of the way down through 10-15 years worth of notes. One of the users in our office once had this as an option for a brief time but none of the other users for the same CRM had it. Maybe it was a beta test, but it was so helpful to easily jump back to the initial…
3 votes -
Link Notes Via Checkbox
It would be nice to link the activity notes using a check box rather than copy/pasting the description into the linked note box. Less typing and it auto links. Auto-updating the linked note would to the link activity would be great too.
2 votes -
Sort notes via date created
When an activity is completed it shows as a note - we would love to have the ability to sort those by the date created opposed to the date the activity was completed.
3 votes -
Notes/Activities Should Inherit Permissions of Contact
Currently, if you create a note or activity within a contact record, that note or activity is not permissioned by default.
While permissions can be set for the contact record itself, so that others are not able to view the notes and activities inside the record, there is still a way for the entire database to see it.
On the dashboard, it will show you all notes within the lat 7 days CRM-wide and all unfinished activities. These notes and activities include the contact name that is tagged to it and could potentially contain other confidentail info.
It is not…
4 votes -
ability to filter notes by user and timeline
It would really be great to search through notes with a filter for user. It would also be great to have a filter to look at past notes within a certain timeline.
3 votes -
linking old notes to new activities
We would like the ability to link an existing note to a newly created activity.
9 votes -
date of notes
This has been truly the most frustrating part of this program. I assist 3 advisors and they each have multiple client meetings a day. I am not always able to get all the notes in on that day. If I were able to put them in by selecting the date they actually happen and it put it in order for me that would be SOOOOO helpful. Currently I have gotten more behind on my data entry and feel overwhelmed knowing I will have to search my email for all the notes related to that client file and put them in…
3 votes -
jd.koyle@allegisfp.com
I have a large database that multiple users have access to. When I check permissions on all of the notes in the database, I also see workflow notes. I can't seem to permission those notes. Please create an option for permissions for workflow notes or another spot for workflow notes to be permissioned.
3 votes -
Customizable Short Hand Keywords For Notes
Ability for users to create and customize their own short hand keywords when typing out notes. Example: Instead of having to write out "annual review discussion with" the short hand keyword can be "Ardw" which will then spell out the entire phrase.
1 vote
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