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. Advanced Search always available

    Advanced Search should be available anytime the search bar is available, just to the right of the bar. Currently, on pages where only the search bar is available, I have to 'search' a blank search field, then click Advanced Search when it appears. There's space for an Advanced Search link out to the right of the search bar.

    37 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. Improve contact search.

    When I search for a client using first and last name, it won't show results if the contact card has a middle initial and i didn't type that in.

    For example, if the contact card says, "John Q. Smith" and I search for "John Smith" no results come up.

    Can we also have it show suggestions/similar names? If I don't know how to spell a name and am only off by one letter, can it suggest names like Google does?

    Ex: If I search for Smoth, could it say, "showing results for "Smith" instead."

    Some people have terrible names that…

    75 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. Quicklists-"BEGINS WITH" sort feature does NOT work.

    When you I request the database to return a field that "Begins With" it doesn't currently work.

    ie: Contact - Status - Begins With - "Client" - will ONLY bring up "Client" and not the additional statuses we have set up such as: "Client-Spouse", "Client-CB Family/Friend", nor "Client-Child of Client".
    This is a very basic database feature and it was functioning in the previous version of Redtail. Please fix this! :)

    12 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. Quicklist User Specific

    We should have the ability to make quicklists only show up for ourselves. I don't want to see everyone else's quicklists, which pertain to their clients. I only want to see the quicklists relating to my contacts and clients. The list gets too long and it's annoying to find the quicklist that I want when I have to sort through everyone else's lists also.

    19 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  5. Sort Tag Groups by headers

    I would love to be able to sort by "Date Created" for my tag groups. Or sort by any of the other headers

    19 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  6. Family name on Contacts A-Z page

    Have the "Family Name" appear below the client contact name on the Contacts A-Z screen. You currently can see the client's employer name on that screen directly under the contact record name. It would be nice to see the "family name" associated with that contact so you can see all the "John and Mary Smith's" in that family from that screen.

    15 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. global search

    Global search needed. Your competitors offer it and it does not affect performance. We should be able to toggle from Contact to Global so it doesn't use massive resources all the time.

    13 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. Tag Group and and Client Lists - Data Export and Printing Options

    Looking for a way to export (to Excel or text) and print the client list so that I can see all the Tag Groups and to which each client is assigned to. This feature would be very helpful in both current client management and new client setup. I would like to be able to look at this data in various ways and to print checklists by Tag Group and client. Thank you!

    75 votes
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    11 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  9. Individual contacts that are associated with a union contact should be available for quicklist searching

    The classic example that's used for organizing teachers as indiviudual contacts which are associated with their school buildings (as business contacts) which are each affiliated with the school district (union concact) is fantastic, save for one key feature: there's no functionality within the quicklist search that allows us to view all individual contacts (teachers) within a union contact (school district) so that we can easily pump out a mass email or letter to all within the district. Because we can search by individuals associated with an employer, the current workaround is to run a quicklist search for all contacts associated…

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  10. make the advanced search options editable like they used to be

    We used to be able to edit the fields (like backspace or type in) in the advanced search. For example, contact category.
    We could use the operand "begins with" and type "client" since our categories are (client - A, client - B, etc.) and it would pull all clients.

    Now we have to do a separate search for each category (4) just to pull a list of our clients.

    7 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make ALL Fields Searchable in the Advanced Search

    If the fields are there, they should be searchable so that we can sort our data how we need to. I know it's a lot of work, but it would make Redtail so much more usable for marketing and servicing clients.

    Primary Phone
    Primary Email
    Preferred (is phone, is email, is address, is empty, is not empty, etc.)
    Account Renewal Date

    172 votes
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    11 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  12. Provide a search field for contact pictures.

    My boss wants to be able to add photos for all contacts that do not already have one. Having the ability to search for the picture field with the 'Is Empty (NULL)' operand would be amazing.

    Thank you for your time.

    24 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  13. Contact List more organized

    One suggestion to make the contact list a little more appealing
    would be to have a client and then have the "+" next to their name
    which could allow to expand on that client and see the family members
    (spouse, children, etc) without having all of them on the list with
    other clients. I feel that having someone's spouse or child
    information just clutters the main goal of the contact list. I just
    feel this would be more appealing and useful in my own opinion. And of
    course when you do not need the family info, you can click the…

    23 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  14. quick lists

    you should be able to pull up an existing quick list, change one or more parameters, and then save that as a new quick list ... right now it would have it with the original name and not give you an option of naming the new list something else ...

    7 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. create a quicklist by activity type

    it would be nice to create a quicklist and screen by activity type, so it is not required to create a new custom export everytime I would like to view a screen by activity type

    2 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  16. Have the "Result Options" panel move down the page when you are scrolling through the list of contacts.

    Have the Result Options panel move down the page as you move down the contacts, so that when you select contact(s) you do not have to scroll all the way to the top of the page to select the Result Options that is needed.

    4 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  17. When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.

    I have 150 records to change and I have to keep scrolling down to find where I left off. If you could auto-scroll down the alphabet and highlight the last record I changed it would make large volume micro-adjustments easier.

    97 votes
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    5 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. Tag Groups viewable to the creator of the group only

    The Tag Group should only be seen by the creator of the group. I have 80 users and they have to look through 2,000 groups to find the group they are looking for.

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  19. "Hover" feature

    Hovering over the name in a search is great, but you need to also show the extensions that are with the phone #'s. It does not good to hover and still have to click on the record to see what extension the client is at. Please fix that. Thanks!

    7 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  20. Navigate to Account Overview on Search on Account Number

    when entering an account # you go directly to that account, not the person's name 1st

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
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