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.
82 results found
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Advanced Search letter choice
Within Advanced Search, it'd be super helpful to have an option of typing in a letter the search would jump to within your list, rather than needing to scroll through names to get back to where you were. Some lists are hundreds if not thousands of clients long and to have to scroll to get to U, V, etc. is daunting.
4 votes -
Search Contacts Parameters in Preferences
The Search Contacts bar should be given the feature in preferences to search the entire database, or only certain criteria from the status field. And you should be able to select one or more status fields to search. So rather than typing in a common name and getting every one and having to scroll through them, you can set your preference to only search clients and prospects and reduce the list to scroll through.
3 votes -
Be able to search phone numbers even with parenthesis - helps when copying and pasting from Ring Central missed calls.
Be able to search by phone numbers even with parenthesis - helps when copying and pasting from a phone app's emails when I have a missed call.
15 votes -
get rid of tiny scroll box after searching for a contact
With the last update, the search results page became small "scroll box window," can you please put it back to the original format. The problem with the scroll box is even if there are only 6 selections for the contact you entered in the search, only 4-5 are visible and you have to scroll to see the ones at the end of the list. There is plenty of room on the page for a larger scroll box, so it would eliminate the unnecessary scrolling.
36 votes -
RED Tail Imaging
In Imaging it is time consuming to scroll all the way through and find a client's file.
It would be helpful if you could click on a letter of the alphabet and thus limit your scrolling time.
The search function is not super useful either as you have to know the specific name and then it brings up all their files and you have to scroll again to go to their main list of folders.10 votes -
Quicklist Filter for Primary Email, Primary Address, Etc.
It would be beneficial to be able to generate a QuickList and have the filter be: primary email, primary address, etc. Rather than running a QuickList then having to do a custom export every time.
6 votes -
Tag group - most recent at the top and on the first page
It would be nice to have the Tag Group list auto sorted so the most recent is at the top of the first page, not list in alphabetical order. Or better yet, the ability to sort according to the existing columns.
9 votes -
Redtail integration with Twenty Over Ten websites
We have a Twenty Over Ten website and have Sumo set up to allow visitors to enter their email address to be added to our blog content. Our Twenty Over Ten website is integrated with Redtail. It would be great if the contacts added vis the website could automatically be put into a TAG group. It's difficult to find contacts that have been added via this method otherwise. Thanks.
6 votes -
Please make country codes searchable and reportable so we can get lists of where our clients live by country.
Please make country codes searchable and reportable so we can get lists of where our clients live by country.
9 votes -
"Not Like" or "Does Not Contain" search operators
I would like to suggest the "Not Like" and "Does Not Contain" operators for searching contacts when I would like to exclude certain contacts from my results.
7 votes -
permissions
Make Permissions and Roles a searchable field. As Administrator I should be able to search my database to determine all client set to certain permissions or roles. Currently they are only available as reports which are not eligible for bulk actions.
9 votes -
Search for contacts without shared phone numbers
It would be much more convenient to have the ability to search for contacts that do not have a shared phone number when you search for contacts without a phone number currently contacts with shared phone numbers still display.
3 votes -
search tag groups
Our Tag Group page has a result of 6 pages. It would be nice to search the list instead of clicking through the pages.
12 votes -
Add Contact telephone number and email to the column for search results
When you type in a contact's last name and a list of multiple contacts with the same last name show, make one of the columns Telephone number and email. This would make it so you don't have to go into the contact record for quick info.
1 vote -
Search or report of people that have REFERRED.
Make it possible to do an advanced Search or report of people that have REFERRED someone to us. Currently, you can only run a report on who has been referred to us, our marketing department depends on that list of our special client events
12 votes -
Ability to merge Tag Groups
It would be nice to merge existing Tag Groups together. Sometimes the name is slightly different (made by two people) but used for the same thing. For clean up, it would be nice to have a merge function.
6 votes -
Redtail Imaging
Can you please add a Contacts A-Z search option at the top of Redtail Imaging? A similar search to that of the CRM where the alphabet is at the top of the page and you can go to the client folders via last name versus scrolling down the entire list.
11 votes -
it would be nice for the house icon to pop up next to client's name in Search Box, so we know where to find the detailed Notes.
When a client's name is typed into the Search Box, it would be nice if the house icon would pop up, so we know where to find the detailed Notes.
Rather than pulling up all the clients with that last name and having to look for the house icon.6 votes -
Quick Filter for Search Bar
Have a toggle beside the Search Bar that you can filter for Active Clients only. More often than not, I am searching for an Active Client and my search list is cluttered with deceased clients, inactive clients, and/or prospects.
7 votes -
search by status
we have a large data base. When i type in "miller" for example, I have 50+ names pop up. I would love it if i could filter out the junk...the ex-clients, the deceased. This should be a preference option
8 votes
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