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Working with Notes

One of the easiest and most effective ways to improve your clients' trust in your office is to provide consistent, informed service. Everyone in your office that might come into contact with your clients should be able to quickly see what your most recent points of contact with a client have been.

When a client calls in and mentions a recent conversation with someone else in the office, detailed Notes can make a huge difference in your client's perceptions of your office after the call has ended. That's why after each point of contact with a client, everyone in your office should be trained to enter a Note into the client's record detailing the contact — in many cases, the Note can even be entered contemporaneous with the point of contact, particularly if the contact method is a telephone call.

Let's take a look at Note functionality within Redtail.

After entering a contact record, you can view the "Latest Notes" added to their record directly from their overview page:

Note that you can flip back and forth on the Overview between viewing a contact's "Past Due and Next 30 Days" activities and viewing their "Latest Notes."

Alternatively, you can access their entire Note history from the Left Menu Bar: 

After clicking Notes, you'll then see the contact's Notes page. Below is an example of a couple of Note entries on a sample contact's Notes page: 

What is displayed for each Note is different, dependent upon the type of Note you are looking at. There are six different types of Notes you can view here, controlled by the Note Filters widget to the right of your Notes.

If you need to add a Comment to any Note, click the "Comment" link beneath the Note and you'll see something like the below:

Just enter your Comment in the highlighted box, click "comment" and then click Close. You can always access the Comment or add more Comments by clicking that Comment link again.

Next to the Comment option, you can click the Actions link to perform various Actions upon the Note: 

 

  • Pin Note "sticks" the Note to the top of the Notes page for the contact, regardless of other Notes that are added. If you've previously pinned a Note, you can select this menu to Unpin, which will then place it back in its historical context.
  • Change category allows you to change a Note's Category.
  • Link to an account allows you to link the Note to a specific account for the contact.
  • Permissions allows you to limit viewership of the Note to a specific database user or database user team.
  • Timeline allows you to see the Note's history.
  • Copy to a contact allows you to copy the note to another record within your database. The original note remains in this record. This option is only available for Notes whose type is "Note".
  • Move to a contact allows you to move the note to another record within your database. The original note is removed from this record. This option is only available for Notes whose type is "Note".
  • Delete allows you to delete the Note.

Above your contact's Notes, you'll see several additional options:

  • If you click "options," you'll see a "Move notes" option. Clicking that will allow you to move any combination of notes with Types of Note, Activity or Email Sent to another contact within your database.
  • Click "add note" to add a new Note for the contact. You'll then see the below:


    The text of your Note should be entered in the large text box above. You do have some formatting options above this area that will allow you to format your note text in various ways. You can also insert hyperlinks or images using the applicable options from your formatting bar.

    Category: If you assign your Notes a Category, this will allow you to search Notes by that Category when running your Notes Reports.  

    Notify user/team: You can select other database users or teams from these pull down menus to whom you would like to send an email notifying them of this Note entry.

    Copy to another contact: Use this to copy the Note to another contact's record as well.

    Create Follow-up Activity: If you check off this box, after saving your Note you'll be carried to an Activity Details page for the contact where you can create the follow-up activity.

    Permission Type: click inside this box to select User or Team and then select the User or Team to whom you want to give rights to view this Note. Those database users not included in the permissions for the Note will be unable to view it.

    Accounts: Use this to link the Note to one of the contact's Accounts.

    Show Drafts: if you somehow navigated away from a Note prior to completion/adding it, the Note will be retained in Note Drafts in 25 character increments, allowing you to then copy it and save it as a Note.

    Once finished entering your Note, just click Save Note and it will show up in the contact's Notes area.


    Finally, let's look at the Note Filters box to the right of your Notes:



  • Use the Types menu to select one, multiple or all 6 Note Types to view on the page. You will need to click "apply" at the bottom after making your selection.
  • Use the Categories menu to select one, multiple or all Note Categories to view on the page. You will need to click "apply" at the bottom after making your selection.
  • enter a word or phrase in the Search notes box and click enter to search for that information within the client's Notes.
  • Check off Show family notes to see all Notes entered for the client and those related to them via their Family section. 
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    Douglas King

    Reading this makes me realize that a lot of these features have yet to be turned on. Look forward to the complete version of this software.

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