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.

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  1. 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…

    38 votes
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  2. 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.

    13 votes
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  3. tagging contact in notes with @ sign or some other way

    I'd like to see a way to link another contact in someone's notes...example.
    "Nancy called today and told me to call her brother @Robert Killian. He just retired and is looking for help."
    Then Robert Killian is a hyperlink to click on to go directly to his contact record.

    13 votes
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  4. Tables in the Notes section

    Would like the ability change the rows and columns after the initial table has been created in the notes section of the CRM.

    18 votes
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  5. Notes - Click Button to Add to Household

    When adding a Note - Click Button to Add to Household

    114 votes
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    7 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 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.

    33 votes
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  7. 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

    15 votes
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  8. comment link

    Currently when a note has already been copied to another contact, if you put a comment on the note it does not copy to the other contact that was already copied to the note. When a comment is made under a note that is copied to other contacts, that comment should automatically copy to the copied contact on the note

    15 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 13 votes
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  10. 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

    88 votes
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    6 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Time stamp AND date stamp on each note permanently without hovering.

    Please show the time stamp AND date stamp on each note permanently without the need for hovering.

    15 votes
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  12. 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

    91 votes
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    13 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  13. 401 votes
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    29 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 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.

    78 votes
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    8 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  15. link note to non-primary joint account

    If I have Client & Spouse as joint holders of an account created under Client, it now shows up under Spouse as a non-primary joint account. (Thank you!) But, if I am in the Spouse's record and create a Note, the non-primary joint account doesn't show up as an option to link to. I have to go to her accounts, then to the joint account, then scroll down and click on the notes, which takes me to the primary holder (Client) where I can finally create a note that I have to link back to the Spouse. It would be…

    12 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  16. 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!

    106 votes
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    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Notes customization

    Notes Customization - Within the contact record it would nice to modify the view so that the Notes page is easier on the eye. I type a ton of notes, but I ultimately see a ton of white space on my page because the notes dialogue boxes are huge and don't really show the meat, just the fat. Think text message bubbles.

    7 votes
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  18. 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.

    23 votes
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  19. 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.

    63 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Need to have (at least basic) Formatting of Comments in Notes

    It would be awesome to preserve at lest some basic formatting of Comments made to Notes. Comments are a great way to track who does what and at what time. But even a common return/enter to start a new paragraph does not translate when you add a comment to a note. It shows up as one big blob and is difficult to read a longer comment that needs to be made. Full formatting (bold, italicize, bullets, etc.) would be great, but at least we should have the ability to start a new paragraph. Thanks!

    52 votes
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