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. Back Browser Button

    When viewing a contact, it would be great if when you hit your browser's "Back" button, it takes you back to the exact contact you were viewing...not to the top of the letter category.

    12 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. Improve search box flexibility.

    For example I have a client John Smith. If I search for "Smith, John" or "John smith" Nothing comes up. Must be a perfect match, "John Smith". Can't the search box be more flexible, smarter?

    11 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. display "searched contacts" word

    When entering a contacts name in the "search contacts" on the top of the screen, I wish it would show the word I just typed when showing results.

    11 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. Advanced Search

    In the "advanced Search" filters, it would be most user friendly to include the ability to add parentheses around logical connectives to more intuitively command the account information. I'll give an example:

    I stratify clients into tag groups A Clients, B Clients, C Clients, and D Clients. There are several without any tag group, and I'm looking for a list of current clients not in Qualified Plans status, who don't have one of these tags. The Logical operand is easiest explained as:

    ( Contact-Status-Equal To-Client AND Contact-Category-Not Equal To- Qualified Plan ) AND( Tag Group-Tag-not equal to A-Client AND Tag…

    10 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  6. Better Search Abilities

    I would suggest making an improvement to the search field. Currently, when we are doing a search and we want to exclude certain contacts we have to enter the exclusion repetitively. We have to enter it for each lookup category as there are not any Grouping abilities. For example, if i want to lookup my A, B and C clients, but I only want the main contact (not the spouse) I have to exclude the "Spouse of Client" in all three sections. Adding a Group Add/exclude that applies to all of the previous search criteria would be very helpful.

    9 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. Alphabetize names with suffixes properly (and drop the extra comma)

    Currently it looks like the system alphabetizes the search results based on the order it is displayed when that is not the best way to sort them when a suffix is involved. For instance this is how a search result should appear:
    1. O'Connor, Julia
    2. O'Connor, Jr., Leo
    3. O'Connor, Sr., Leo
    4. O'Connor, Nora

    Instead Redtail displays them in this order:


    1. O'Connor, Jr., Leo

    2. O'Connor, Julia

    3. O'Connor, Nora

    4. O'Connor, Sr., Leo

    That makes no sense!!!

    Also, when a suffix is involved, it should be O'Connor Jr, Leo not O'Connor, Jr, Leo. No need for an extra comma.

    9 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. Tag Groups

    I use tag groups very often, so therefore I have a long list of them. Every time I need to add someone to a tag group and click on save -- I have to scroll all the way down the list to "save it" . I have over 50 tag groups so it gets annoying after awhile especially if I'm working on a long list of people to add. Can you please do a drop down arrow on the same line to save so we don't have to scroll all the way to the bottom of the list.

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. Search boxes

    When I want to link a contact to an activity and the search box comes up, I have to physically click again in the search box to type. Can't it just pop up and automatically put the cursor in the box to start typing?

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  11. Search for nearby clients list or map view

    Ex: Agent has to drive 1 hour away for an appointment that will only take 10-15 minutes and would like to make better use of his time, Redtail should have a function that allows Agent to see other clients in that area so that he can attempt to schedule multiple appointments in the same area easily. Now he is able to meet a client for his annual review meeting on his way back rather than driving all the way back out there in 2 weeks"

    It would be nice if Redtail had a way to find other clients that live…

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  12. "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 →
  13. advanced search improvement with parenthesis and searchable quicklists

    I want the ability to search with quicklists in addition to other criteria. I may have built a complex quicklist and I want to not repeat creating that all the time so I need to be able to pull those up. Also, allow for parenthesis so I can make a more specific search. I want to be able to search Status=Client & (category=active or category= inactive). Now I would have to search for (Status=Client & category= active) or ('Status=Client & category=inactive). And the parenthesis are forced. So instead of a simple three criteria search, I end up with four. And…

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  14. Enhance the capabilities of the "Like" operand for Advanced Searches.

    Currently the 'Like' operand is intended to be used with 'Values' that are being typed in, not selected from a drop-down menu. So it doesn't pull any results when selecting from a drop-down "Value" menu. Many offices use a number of values containing the same words. So, currently we're required to use the "Equal To" operand which makes for excessively long entries for search criteria with several different levels. "Like" worked with drop-down "value" menu options in previous versions of Redtail, so this should be revisited to save us all some valuable time when setting up Quicklists and other searches.

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. Advanced search field for people who have attended any seminars

    basically just true false. if a contact is in any seminars in the past with "attended" or something, (1 year, or other set timeframe) , then they would show up in the advanced search.

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. Search clients/prospects based on distance from a specific address or zipcode

    I'd like to be able to type in a specific address or zipcode & select all clients and/or prospects within or outside of an x-mile radius.
    Currently I'm having to type each dern zipcode separately to find clients who are too far away since our city is so spread out. I cannot just type "exclude" and then the cities, because the city itself is so big that your address can say you're in the city & still be 1.5 hours away.
    This would be very useful for when we throw client events, but have clients who are too far away…

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add ability for search last last meeting/ last note

    In the sortable fields have a sort feature for date of last note and last meeting. This can help show when has contact with the client
    / prospect

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. Have the ability to list different categories of tag groups

    so that you do not have to scroll down and waste time to find the desired tag group. The tag groups can be hidden in the category heading until it is clicked on and then the tag groups inside the desired category will expand. User should have the ability to name each category heading so that they can customize as needed.

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