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. Report for Contact Information Changed Since . . .

    To be able to identify contacts whose address, phone, email, etc has changed in the last xx period

    4 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow "suffix" to be a contact search field

    Seriously? I don't know why we have to post these ideas after the techs tell us it can't be done. Every field in a client name should be searchable--and suffix is not. Add it to the list of fields, please. Every single "Sr." and "Jr." is screwed up and I want to fix them.

    4 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. Have the "Result Options" panel move down the page when you are scrolling through the list of contacts.

    Have the Result Options panel move down the page as you move down the contacts, so that when you select contact(s) you do not have to scroll all the way to the top of the page to select the Result Options that is needed.

    4 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. 4 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. it would be nice for the house icon to pop up next to client's name in Search Box, so we know where to find the detailed Notes.

    When a client's name is typed into the Search Box, it would be nice if the house icon would pop up, so we know where to find the detailed Notes.
    Rather than pulling up all the clients with that last name and having to look for the house icon.

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. When searching last name (which is also a town in VT) it pops up all people who live in that town

    When searching last name (which is also a town in VT) it pops up all people who live in that town. Makes the search that much more difficult since the first name can have many different ways of spelling.

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. List usage

    Allow us to run a report to see every list in the database in one spot and how much each list item is used.

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  9. Easier Access for Quicklists

    It would be helpful if quicklists were quicker to access. Currently it takes 3-4 clicks to navigate to the quicklist. Having the choice to default to a particular list would be nice.

    3 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  10. Tag Groups viewable to the creator of the group only

    The Tag Group should only be seen by the creator of the group. I have 80 users and they have to look through 2,000 groups to find the group they are looking for.

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

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

    Advanced Search Field could use the ability to search for the two CRS fields in the Best Interest box on the account page.

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add family head icon in search

    When searching for a client's last name, it would help to see which client is the family head in the quick results that populate under the search window before you actually hit enter. The quick results is great, but if I don't know who the family head is, I have to select enter and get search results.

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  14. Go To Workflows

    It would be handy to have a shortcut on the contact search screen after running a search to take you directly to a client's workflow screen. I see that most other sections of a contacts record are there, just not workflows. Probably an easy addition! :) Thanks!

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. allow us to make rules that flow into dashboards

    I want to be ablw to say that contacts with these few category types are all considered clients for the purpose of a contact dashboard.

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

    Make Permissions and Roles a searchable field. As Administrator I should be able to search my database to determine all client set to certain permissions or roles. Currently they are only available as reports which are not eligible for bulk actions.

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Transactions to Quick Add

    Please add a Transactions link to Quick Add on the top toolbar. It needs to have the option to add client. This will allow users to receive and log deposits to clients' accounts without having to go into the contact record, then to transactions, then to add. Thanks for considering

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. create a quicklist by activity type

    it would be nice to create a quicklist and screen by activity type, so it is not required to create a new custom export everytime I would like to view a screen by activity type

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

    It would be great if we could do advanced searches by specific UDFs and then create a quick list from that search. This would be so beneficial to our firm.

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