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.
123 results found
-
notes
Condense the notes that accumulate under individual contacts. For instance, every time an activity is completed, a new note is made that takes up space. It then takes time to scroll down through the archived notes when one is looking for something specific. We manually are having to delete all of these "completed activity" notes. It would be preferable if these were condensed and didn't take up so much visual real estate space cluttering up archived notes. Maybe they could even be set to auto delete after 30 days.
6 votes -
inserting notes
It would be so helpful if we can insert a note for the previous month.
Currently, If I come across something that should have been added previously to a client's profile - I write the date of the note first then the note itself. but this messes up the timeline, in case I need to search the item by date I have to scroll over all the notes to find the note needed.
Can this be added to redtail.
12 votes -
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.
35 votes -
Pin a note feature
Have the option to pin an important note in the contact record so it can be easily accessable.
21 votes -
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.
12 votes -
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.)
16 votes -
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
2 votes -
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
16 votes -
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!
26 votes -
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.
9 votes -
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!
15 votes -
Excel feature
Ability to have spreadsheet/excel like function for a task
6 votes -
13 votes
-
Notes
Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased
30 votes -
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.
22 votes -
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?
30 votes -
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.
15 votes -
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.
5 votes -
Show Comments in the Notes
Please show comments in the Note timeline :)
20 votes -
link note to email
It would be great if you could create a linked note off an email (in a client's email history).
19 votes
- Don't see your idea?