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. 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.

    21 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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

    21 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. 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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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  6. Recents, QuickLists, Tag Groups dropdown

    I initially loved the new feature of having the Recents, QuickLists, and Tag Groups automatically dropdown and display without the additional click. However, I have found this to be more of an inconvenience that you must click out of the area to make the dropdown go away, even if you accidentally moved your cursor over the icon. When in a contact record, it covers the contact information, phone number, email, address, ect.. Please fix this to disappear once you move your cursor away from the area.

    18 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. The "begins with" feature of the database search does not work.

    The "begins with" feature of the database search does not work. For ex: I have several Client Status' that begin with "Client", such as, Client, Client-Spouse, Client-Child, etc. When I request Status begins with Client, Redtail only returns "Client" and not the other categories that begin with Client.

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

    ADDING/REMOVING Tag Groups:

    When in a client's contact we have the option to view the tag groups the client is associated with. The "add" button in the top right section of the tag group portion only works to "add" tag groups. However, it appears that we can remove tag groups by deselecting from the tag groups from the dropdown menu. This is deceiving; we should be able to add AND remove from the dropdown menu of tag groups by selecting and unselecting groups, then saving.

    We realize we can remove a client from the tag group by using the arrow…

    16 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  9. 16 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    15 votes
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    1 comment  ·  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)

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

    15 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    13 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add "in the list" to search Operand and free text field for "Begins With"

    The search operands should include "In the list." For example, if I want to search all clients who have a certain type of account within a certain age group, within a tri-state area, I must enter so many lines of search parameters and repeat it for each state. I should be able to search State using the operand "Is in the list" and enter MA,RI,NH or MD,DC,VA and it will pull clients from any of those states.

    In addition, we have our Clients labeled differently depending on category Client-Gold, Client-Silver, Client-Platinum, etc. We would like to be able to search…

    13 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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.

    13 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  19. Quicklists-"BEGINS WITH" sort feature does NOT work.

    When you I request the database to return a field that "Begins With" it doesn't currently work.

    ie: Contact - Status - Begins With - "Client" - will ONLY bring up "Client" and not the additional statuses we have set up such as: "Client-Spouse", "Client-CB Family/Friend", nor "Client-Child of Client".
    This is a very basic database feature and it was functioning in the previous version of Redtail. Please fix this! :)

    12 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  20. search important information

    Make important information able to be searched. The report is ok, but we want to search for specific details that are put in the important information and it would be great if we could do this under advanced search.

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