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.

    340 votes
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    30 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. UDFs should be able to be used in the advanced search feature.

    It would be really helpful if we could use UDFs in the advanced search feature, allowing us to filter by more than one report. We need to be able to search by advisor AND specific UDFs. This would make UDFs much more useful, especially for RMDs.

    317 votes
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    14 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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 →
  6. On the contact search results page make the columns sort-able.

    On the contact search results page make the columns sort-able.

    94 votes
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    11 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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…

    72 votes
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    3 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!

    72 votes
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    11 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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 →
  11. 24 votes
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    0 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. 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 →
  14. When linking a contact, let us search BOTH the first AND last name

    When you are linking contacts to an activity, in a note, etc, RedTail should let us search using both the first and last name as currently it only let's us use one or the other. It's extremely time consuming when you're looking up for example John Smith, where we have 100 Smith's and a 100 John's.

    22 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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…

    20 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Primary Phone & Primary Email to Advanced Search

    I am looking for clients with a phone number but not a primary phone number and an email address but no primary email address. I was able to do this with address. I thought this option was under primary contact till I realized that was a different field altogether.

    20 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  17. alphabetize information in any column from within a searched list

    in the old version of redtail, i could alphabetize any column from within a list, simply by clicking on the header/title at the top of that column. similar to an excel spread sheet. that feature is now gone in the new version of redtail. very frustrating considering we used that feature a lot in hand selecting contacts for a campaign. yes i know we can use filters to narrow down a list. yes i know that i can search by status or by catergory. i dont want to see a small list. i want to see the entire list and…

    20 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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 →
  20. 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 →
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