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. RED Tail Imaging

    In Imaging it is time consuming to scroll all the way through and find a client's file.
    It would be helpful if you could click on a letter of the alphabet and thus limit your scrolling time.
    The search function is not super useful either as you have to know the specific name and then it brings up all their files and you have to scroll again to go to their main list of folders.

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

    Searching for a client becomes cumbersome unless you know the EXACT spelling for both the first and last name - in that order.
    For example, if a client's name is Robert Smith, we'd like to be able to do a search like:
    Smith, R..... OR Bob Smith
    and then any client matching this search (INCLUDING nickname) would show up in the drop down. This would allow a quicker response when this client calls and would be extremely helpful when dealing with large family groups of clients.
    Also, could the search drop down box have a more condensed list of clients?…

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. Tag group - most recent at the top and on the first page

    It would be nice to have the Tag Group list auto sorted so the most recent is at the top of the first page, not list in alphabetical order. Or better yet, the ability to sort according to the existing columns.

    4 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. Be able to search phone numbers even with parenthesis - helps when copying and pasting from Ring Central missed calls.

    Be able to search by phone numbers even with parenthesis - helps when copying and pasting from a phone app's emails when I have a missed call.

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  5. "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 →
  6. 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 →
  7. Ability to merge Tag Groups

    It would be nice to merge existing Tag Groups together. Sometimes the name is slightly different (made by two people) but used for the same thing. For clean up, it would be nice to have a merge function.

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. Please make country codes searchable and reportable so we can get lists of where our clients live by country.

    Please make country codes searchable and reportable so we can get lists of where our clients live by country.

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

    Make "nick-name" searchable

    Example. William Walton goes by "Bill" -- being able to search for "Bill Walton" in the search bar instead have the current needing to search for William Walton

    39 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  12. - Quicklists to sort by Seminar Attendee Status

    Be able to include seminar attendee status in a quick list and/or tag group search.

    For example, we like to send out broadcast emails severel times before a seminar/webinar but we don't want to send that same invite to someone who has already signed up to attend the seminar. We have no way to exclude those individuals in the next broadcast email w/o a lot of manual work.

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  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. 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.

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

    Can you please add a Contacts A-Z search option at the top of Redtail Imaging? A similar search to that of the CRM where the alphabet is at the top of the page and you can go to the client folders via last name versus scrolling down the entire list.

    4 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. Quick Filter for Search Bar

    Have a toggle beside the Search Bar that you can filter for Active Clients only. More often than not, I am searching for an Active Client and my search list is cluttered with deceased clients, inactive clients, and/or prospects.

    6 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
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