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.
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  1. 1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. Add operands "One Of" and "Not One Of"

    In other databases I have used there is an operator called "One Of" which allows the user to select more than one criterion instead of building a report to add more lines. As is now, an advanced search might look like:
    Type = Contact, Field = Status, Operand = Equal to, Value = Client
    OR
    Type = Contact, Field = Status, Operand = Equal to, Value = Prospect
    OR
    Type = Contact, Field = Status, Operand = Equal to, Value = Inactive Newsletter
    OR...

    And so on, adding additional lines until you've finally included all of the Values needed. The…

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. Individual contacts that are associated with a union contact should be available for quicklist searching

    The classic example that's used for organizing teachers as indiviudual contacts which are associated with their school buildings (as business contacts) which are each affiliated with the school district (union concact) is fantastic, save for one key feature: there's no functionality within the quicklist search that allows us to view all individual contacts (teachers) within a union contact (school district) so that we can easily pump out a mass email or letter to all within the district. Because we can search by individuals associated with an employer, the current workaround is to run a quicklist search for all contacts associated…

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. Streamline search entry

    Entering a simple query to find all active clients where we have multiple client categories takes a lot of entry. Would like to be able to specify something like this--Enter the criteria for Status Active like we do today, then select AND, then enter Contact Category Equals and then multi-select all the values on the dropdown that we want to include. Instead we have to enter 2 lines of criteria for each category (Active status and one client category on each).

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. Lock the tag groups so no one can delete tag groups on the shared database.

    I lost 500 contacts over 4 months of individually placing these people into tag groups just because one person deleted the tag group in my office.

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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. add search option to recently viewed contacts box

    Would love to have the search option included in the window for recently viewed contacts; that way if what you're looking for isn't one of the last 10 view, you can quickly search for it

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  10. 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

    1 vote
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  11. 1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  12. Auto-Direct: The feature would work much better if you could also use a comma and initial.

    The only time the feature works is if only one contact exists in the database and that rarely happens. For example if I want to access contact Karen Smith, I propose the following entry: "smith, k" and voila, I am redirected to Karen's main screen.

    0 votes
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