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. Real-time search results

    Real-time search results would be a great added feature to save us time. As we are typing the name of a client, business, etc. in the search bar, it should show a drop down list with any matching names as we continue typing. We can then just click on the matching name and be taken directly to the client overview page, instead of being sent to the search results page every time. This saves us a lot of time and additional clicking to find the right contact.

    343 votes
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    30 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. Search on Salutation

    I would like to run a search for all of the Doctors in my book but there is no option to just search br Dr.?

    10 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add a feature to search all data ever entered in Redtail by keyword

    This would function like "Spotlight" on the Mac so that you can find anything you've ever entered in Redtail by searching by any word.

    6 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. Searching Departments in Business Records

    Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.

    171 votes
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    21 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  5. Auto-Direct: The feature would work much better if you could also use a comma and initial.

    The only time the feature works is if only one contact exists in the database and that rarely happens. For example if I want to access contact Karen Smith, I propose the following entry: "smith, k" and voila, I am redirected to Karen's main screen.

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