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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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123 results found

  1. Linked Notes - Notify User and Copy to Another Contact

    It would be very helpful to have the same features in Linked Notes as we do in when adding a regular note - I often need to notify a user of this linked note as well as copy the linked not to another record.

    80 votes
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    5 comments  ·  Notes  ·  Admin →
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  2. Run a Notes report with select notes only

    Often time we come across a situation where there are a few notes spread over a few months for a client that would be great to condense into one single report to outline the process.

    'd love to see the ability to 'check' which notes to include in a report so we can print of a string of notes pertinent to each other and remove the extraneous notes for ease of viewing the progression of a task.

    69 votes
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    5 comments  ·  Notes  ·  Admin →
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  3. Search Notes by linked account number

    Redtail allows multiple account numbers in Notes' account number field. It would be useful to be able to use that linked field when using the Search box when in a contact's notes view. Right now that Notes search function only looks in the note's text field. It would improve functionality and usefulness if the Notes search box also looked in the linked account field.

    36 votes
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    1 comment  ·  Notes  ·  Admin →
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