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. Easier Access for Quicklists

    It would be helpful if quicklists were quicker to access. Currently it takes 3-4 clicks to navigate to the quicklist. Having the choice to default to a particular list would be nice.

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. 4 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add operands "One Of" and "Not One Of"

    In other databases I have used there is an operator called "One Of" which allows the user to select more than one criterion instead of building a report to add more lines. As is now, an advanced search might look like:
    Type = Contact, Field = Status, Operand = Equal to, Value = Client
    OR
    Type = Contact, Field = Status, Operand = Equal to, Value = Prospect
    OR
    Type = Contact, Field = Status, Operand = Equal to, Value = Inactive Newsletter
    OR...

    And so on, adding additional lines until you've finally included all of the Values needed. The…

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. advanced search columns

    Allow for different columns in the advanced search results section such as phone number, account balance DOB etc.

    35 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  5. When you are doing an advanced search function, the system should pull both contacts created if the shared

    When you are doing an advanced search function, the system should pull both contacts by state even if the address is shared and linked from the master contact. For instance, when I search for contacts in a specific state, the results only show me a master contact (husband) instead of the husband and spouse. This nuance is only applied when you create two spousal contacts on the same "add contact/individual" screen when originally inputting into the system. When you search contact by state, you should be able to see all contacts in state, not just the master contact created with…

    13 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  6. Searching for Contact Name

    Adding an advanced search feature, or a default feature, so that when we search for a Contact Name, it is specifically looking for the "name" of that contact. For example, when we search certain last names, many pages come up that we have to sort through before finding the right contact. (I'm assuming Redtail is also pulling any contact that has mentioned that name in notes, etc.?)

    2 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. send to search workflow tasks to do today

    I would like to send my "Workflow tasks to do today" list to be sent to Search.

    The benefit would be two fold:
    1. I have tags and keywords that I want to filter my list by. (In this particular instance I have clients in different time zones and I don't want to call to early but I don't want to start my day at 11 EST.)


    1. I can click through the list using the blue buttons that appear on the contact page. If I sort my clients by time zone then I can just click through the contact pages…
    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. Advanced search-I would like the ability to sort by date created vs always alphabetical order

    Advanced search-I would like the ability to sort by date created vs always alphabetical order

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

    4 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  10. Search Bar Automatic (No Enter)

    search bar, when you type in a name you have to hit enter. Just have it automatically bring them up and not have to hit enter at all. Hitting enter every time is frustrating!

    24 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  11. First Review Date QuickList

    Create QuickList fields to be run on “Know Your Client” > “First Review Date.”

    12 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    9 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  13. Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier

    Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier. For example I want to search for Clients, we have several client - type this would make it much easier.

    15 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  14. consistent client search function: ANY combo of names should work in any contact search box

    typing in just first name, just last name, first & last, last & first should find client on any Client search bar (homepage, new meeting appointments, notes reports, etc )

    16 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. Pin BUSINESS/EMPLOYER to Top of List when searching for Employer and Employees

    When searching a business and its employees, please PIN the BUSINESS/EMPLOYER to the TOP of that list. When companies have 100's of employees (401k plans for example), it's very time consuming scrolling thru employees just to find the actual Business/Employer.

    18 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  16. Hierarchical aggregation of account types

    I would like Redtail to adopt a hierarchical methodology to aggregate activity types. This feature would be similar to how Quickbooks rolls up sub accounts into a main account. I am an IAR and thus the list of 43 account types has little use for me as I don't sell any of those products. We could then group them as products and not have to scroll through them every time.

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

    Can you please add the servicing and writing advisor options as saved columns when searching in Contacts? You are able to check mark them, but it doesn't save. Thank you,

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add ability to move/drag List and QuickList search criteria strings up and down the entire search statement.

    Add ability to move/drag List and QuickList search criteria strings up and down the entire search statement. Currently, if you need to insert another criteria group, you cannot do it systematically, as it appears at the bottom of the entire statement. This makes it difficult to track logical search progressions with new criteria strings appearing at the bottom and no way to move them up or down.

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  19. client search improvements

    Search client by contact information
    mber(s), current address, old address, business name, POA, Beneficiary's Names)

    12 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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