Redtail CRM
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123 results found
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when searching texts in notes, search completed activities as well.
When searching texts in notes, search notes within completed activities as well.
12 votes -
link notes to workflow
It would be super helpful if you could link a note to another note (instead of just adding a comment to a note) when a note is related to a previously written note. It would also be super useful to be able to link an existing note to a workflow (or activity or opportunity. I know you can add a new note for activities and opportunities, but I don't believe you can add an existing note). Like, say the Advisor has a conversation with a client about a distribution request and makes a note in redtail about the request. Then…
44 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Viewing either linked notes or linked documents on completed activities
After an activity is completed, you should be able to see either linked notes or linked documents on the completed activity without going into the activity or having the note in a different "box." Anything relating to that activity should be easily viewed within the box, even if it has a paper clip or a pdf icon on the summary screen indicating that there is either linked notes or a linked document.
14 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Notes - Click Button to Add to Household
When adding a Note - Click Button to Add to Household
119 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Should be able to notify more than just one user when imputing a new note
When adding a note, you can only notify one user about that note. Should be able to notify multiple users.
36 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on
Under recently added notes in lieu of "2 linked contacts" it would be helpful to have the names listed there rather than having to click on the link to see the names
33 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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26 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Notify User in Note
Please make it to where we can check status of who was notified during a note creation. Many times we have advisors put notes and cannot remember if they notified admin to complete. It would be very helpful to have a record of who was notified and when.
85 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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When printing contact notes the font is too small. Please increase or give option to change
When printing contact notes the font is too small. Please increase or give option to change
91 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added
highlight sections of notes or descriptions in the activity...this is a very important feature
106 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not
Making "Comment" on an existing note more visible
425 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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link an existing note to an existing activity
Link Existing Notes to Existing Activities
Under the Note Actions you can link an existing note to account - why not to an Existing Activity? I frequently need to clean up the data base for continuity and correctness. This would be a tremendous help to all admin users.96 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Pinned note(s) show first on main Contact Screen Note Box
I would like to see the pinned note(s) staying at the top of the quick view notes section located on the main contact screen. As of now you have to go into the contact and then click on the Notes section to the left to see any pinned notes listed at the top.
Thanks for your consideration!
169 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Capability to delete comment
I'm able to delete a Note but not a Comment within a Note. It would be nice to be able to delete your own Comments within a 24 hour period. I only delete Notes immediately upon saving it if I need to revise content due to an error. I'd like the same capability with Comments.
Because the Comments format jams it all up making look like one huge paragraph, sometimes I feel the need to revise a Comment to add additional spaces and symbols to make it easier to read and understand.
30 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Ability to enter a date for when the note occurred, not just when the note was created
If the note has to be timestamped on the date it was entered, at least add the option to also select when the note occurred.
73 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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ADD WORKFLOW from NOTES Section just like ADD Activity.... link ADD Workflow....
PLEASE add a link to ADD Workflow from the notes section.... just like the ADD Activity.... I would much rather my staff add a workflow to a follow up than an activity!!!!
52 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Notes
It would be great to be able to see more of the note in the note summary from a Contact's page without having to click on the notes, or maybe have an option or preference setting to select if you want to see the full notes or summaries. Also would be convenient to be able to edit the notes without deleting and starting over
50 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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When searching text in notes, search comments as well.
When filtering text in notes to find a word or phrase, the text in comments is not searched. Comment text should be searched as well.
99 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Using Nicknames to Search for Contacts when Linking to Notes and Activities
When adding a note and wanting to copy to another contact, "copy to another contact" field will not pull clients by nickname,only last name or formal name However in the contact search field, one can search by formal name, nickname, partial name. Very inconsistent!
95 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Pin a note at the same time you create it
Pin a note at the same time you create it - I constantly have to create a note, then go back and have to look for it to pin it. I would like to be able to pin a note at the same time i am done.
54 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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