Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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20 results found
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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 )
31 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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client search improvements
Search client by contact information
mber(s), current address, old address, business name, POA, Beneficiary's Names)19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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search partial name
Be able to search by partial name. For example Robert Smith, should come up by searching Rob Smith or r smith or ro sm
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add feature to search by "preferred contact method"
Please add a feature to be able to search by preferred contact method as this will be helpful when sending out letters to clients.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Ability to set filters on default search results
I would love to be able to set filters for my "Search Contacts" so that when I search from the box at the top of the screen, I would see only a specific status (i.e. Client). I would appreciate not having to wade through Closed Clients, Children of Clients, Cold Leads, etc., with the same name every time I search for a client.
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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A folder option of quicklists
I am creating many different quicklists, and it would be very handy to be able to group them into folders.
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Have the same alphabetical search feature for quicklists like it has for all contacts
Within a quicklist there's no easy way to quickly navigate to the "Z" people and switch back to another alphabet for marking for bulk actions purposes. Scrolling when you have hundreds of a contact in a list is tiresome. The advance search is intimidating for our elderly employees. The alphabetical sorting system in the "Contact A-Z" tab will work perfectly. Can we please have this feature for quicklist too?
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
50 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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…
100 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Family name on Contacts A-Z page
Have the "Family Name" appear below the client contact name on the Contacts A-Z screen. You currently can see the client's employer name on that screen directly under the contact record name. It would be nice to see the "family name" associated with that contact so you can see all the "John and Mary Smith's" in that family from that screen.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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global search
Global search needed. Your competitors offer it and it does not affect performance. We should be able to toggle from Contact to Global so it doesn't use massive resources all the time.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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!
87 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 Date210 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
100 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Navigate to Account Overview on Search on Account Number
when entering an account # you go directly to that account, not the person's name 1st
10 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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add the operand 'not like' or 'does not contain'
to the advanced search.
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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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.?
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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