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. 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 →
  2. Mail Merge

    In Leapfrog, when I would create a mail merge document it would create the document and then the mail merge window would close, which makes sense. In Tailwag, I create a mail merge document and then the mail merge window doesn't close. I have to go back and close each window that the mail merge option brings up. I don't understand why it doesn't just disappear like it did in Leapfrog. Seems like the system engineers forgot to code that step.

    12 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. Operand for "Contains"

    When doing an Advanced Search the operand "Contains" would include any field that contains the word you are looking for, even if there is other items/words in that field.

    12 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

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

    Our Tag Group page has a result of 6 pages. It would be nice to search the list instead of clicking through the pages.

    12 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  6. Improve search box flexibility.

    For example I have a client John Smith. If I search for "Smith, John" or "John smith" Nothing comes up. Must be a perfect match, "John Smith". Can't the search box be more flexible, smarter?

    11 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. display "searched contacts" word

    When entering a contacts name in the "search contacts" on the top of the screen, I wish it would show the word I just typed when showing results.

    11 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. Alphabetize names with suffixes properly (and drop the extra comma)

    Currently it looks like the system alphabetizes the search results based on the order it is displayed when that is not the best way to sort them when a suffix is involved. For instance this is how a search result should appear:
    1. O'Connor, Julia
    2. O'Connor, Jr., Leo
    3. O'Connor, Sr., Leo
    4. O'Connor, Nora

    Instead Redtail displays them in this order:


    1. O'Connor, Jr., Leo

    2. O'Connor, Julia

    3. O'Connor, Nora

    4. O'Connor, Sr., Leo

    That makes no sense!!!

    Also, when a suffix is involved, it should be O'Connor Jr, Leo not O'Connor, Jr, Leo. No need for an extra comma.

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

    I use tag groups very often, so therefore I have a long list of them. Every time I need to add someone to a tag group and click on save -- I have to scroll all the way down the list to "save it" . I have over 50 tag groups so it gets annoying after awhile especially if I'm working on a long list of people to add. Can you please do a drop down arrow on the same line to save so we don't have to scroll all the way to the bottom of the list.

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

    10 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. 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 →
  13. Advanced search field for people who have attended any seminars

    basically just true false. if a contact is in any seminars in the past with "attended" or something, (1 year, or other set timeframe) , then they would show up in the advanced search.

    9 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. Search or report of people that have REFERRED.

    Make it possible to do an advanced Search or report of people that have REFERRED someone to us. Currently, you can only run a report on who has been referred to us, our marketing department depends on that list of our special client events

    9 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  16. search by status

    we have a large data base. When i type in "miller" for example, I have 50+ names pop up. I would love it if i could filter out the junk...the ex-clients, the deceased. This should be a preference option

    8 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  17. "Not Like" or "Does Not Contain" search operators

    I would like to suggest the "Not Like" and "Does Not Contain" operators for searching contacts when I would like to exclude certain contacts from my results.

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. contact search

    Should be able to search a name as: last name, first name and have it find the contact. Since that is how the contacts are listed our advisor always searches for them in that format and it won't find them that way.

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  19. quick lists

    you should be able to pull up an existing quick list, change one or more parameters, and then save that as a new quick list ... right now it would have it with the original name and not give you an option of naming the new list something else ...

    7 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  20. Search boxes

    When I want to link a contact to an activity and the search box comes up, I have to physically click again in the search box to type. Can't it just pop up and automatically put the cursor in the box to start typing?

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