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
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50 votes
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Add pinned notes to Latest Notes screen.
Add pinned notes to Latest Notes screen.
84 votes -
Need to be able to edit notes
It is imperative that you add the ability to edit a note. Very Very IMPORTANT!
44 votes -
default team
Can a new note not default to the same team as the user if the user is only on one team? Why do I have to always pick a team if I am only on one team? At the minimum the team dropdown should only include the teams I am on.
6 votes -
Be able to add a linked note after an activity is completed
We have been able to add linked notes to an activity after it was completed for well over a year since I have been using Redtail. I just found out it was a bug and we weren't supposed to be able to do so. This is so much easier and quicker and many less steps to be able to add a linked note after an activity is completed. It should be an available option.
18 votes -
Edit Notes
Ability to edit notes after they are created.
166 votes -
Scan a document into notes section using the app
I would like a scan function in the app, so when I am handed a document or take notes by hand on the road I can go to a client's note section in the app and scan it in.
9 votes -
Viewing Notes section
Someone decided to make notes shorter and now we cannot see the notes added to Activities.....terrible when trying to scan through notes to find an issued
131 votes -
Notes
Please update our notes section back to what they were - we take and add detail notes and want to be able to read the complete note without having to click into it - when we are on a call with a client now it is very hard to find the exact notes ugh
143 votes -
Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.
With the change to the notes, we have had top copy and print them to be able to follow a thread of conversation. It is very time-consuming and counter productive.
197 votes -
bulk change notes permissions
We have had client's change advisors and we want to be able to change the permissions on all the notes to the new advisor in once action versus having to change the permission on every historical note.
48 votes -
Separate Clients texts using My Rep Chat integration from Client Notes.
These two areas should be separate, currently each Chat is saved as a new note, which causes important chats to be pushed way down the list of Important notes.
4 votes -
notes from outlook to redtail
We would love to see any Notes placed into Outlook be synced to the Notes section in Redtail via Retriever for Tailwag app.
9 votes -
When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.
I often forget to link a spouse to a note. For example; I send an email to a couple, and add it as a note in RedTail. Then, a few days later I might be in the spouses' account, and not see the note about the email I had just sent them. I don't always want to have notes in both spouses accounts, but it would be helpful if I was prompted to save it to the spouse when saving the original note.
Additionally, it helps other users going into the accounts to be able to see the notes in…
33 votes -
Adding a flag or reminder feature in Notes
After adding a note, can we get a feature to flag the note or a reminder to go back to the note in "x" number of days? Currently, the only way I can remind myself of the note is to create a follow-up activity. Let's say I speak with a client who tells me that she/he will send me a document in three days. I make a note of the call in RT and set a reminder (instead of an activity) to flag the note in four days. In four days, I am reminded of the Note and if the…
7 votes -
Edit a client note
Would love for their to be a feature where you can edit a note for a client after saving the note. Please let me know if there is already a feature for this.
Thanks!
25 votes -
Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*
Please Offer the Option to Alert / Notify Specific Users When Adding a Comment to an Existing Note
We would love to utilize the "Comment" feature more on RedTail. It makes sense to keep all notes/remarks/follow-up on a particular subject organized together in one thread.
However, because users do not currently receive notifications for comments added to existing notes, it is *Highly Unlikely that they will Actually See the new information that has been added to said thread.
**But Please Note:
We should have the Option to Choose *Which Users are notified when we add a Comment, because the new…93 votes -
link contact to note after note is posted
After a note is posted, would it be possible to add a feature where an additional contact is linked to said note? Instead of deleting and recreating the note. We know there is a feature to copy the note to a new contact. But when comments are added or activities are linked, we would like to all parties involved to be on the same page
38 votes -
auto save notes
Would like to see an Auto Save feature on Notes. computer locked up and was unable to save the note and the entire note had to be re-written. Any possibility to add a a "Draft" feature to notes?
45 votes -
When putting in a note have the ability to link a workflow
When adding a note in RedTail it would be very helpful if you could link a workflow to the note at that time similar to how you can set a followup reminder to the note that was added.
27 votes
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