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!

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  1. 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…

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

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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…

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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!

    17 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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 →
  9. 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 →
  10. 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 →
  11. 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 →
  12. 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 →
  13. client search improvements

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

    9 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. 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 →
  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. 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 →
  18. 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…

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

    Where Contact Lookup is initiated should be ID:STATUS -- Contains? & Starts with?

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