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. 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

    9 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. - 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 →
  3. 1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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.

    3 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  11. get rid of tiny scroll box after searching for a contact

    With the last update, the search results page became small "scroll box window," can you please put it back to the original format. The problem with the scroll box is even if there are only 6 selections for the contact you entered in the search, only 4-5 are visible and you have to scroll to see the ones at the end of the list. There is plenty of room on the page for a larger scroll box, so it would eliminate the unnecessary scrolling.

    32 votes
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    3 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. search results

    search results are time sensitive. When working with a long list of contacts from a search result you disconnect us from the search after a time and we have to run the search again to go to the next record. Please keep the search criteria active until we are done with it. This was not an issue in LeapFrog Legacy. Please fix.

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

    5 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add page list navigation ribbon at top and bottom of the results screen or webpage

    Page list navigation at top and bottom of the screen when seeing search results. The navigation ribbon, "Showing 1 - 25 entries of xxxx First Previous 1 2 3 Next Last", should be at the top and bottom of results screens. That way we don't need to scroll down to go back or forward if we are in the top part of the results list.

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. 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 →
  18. 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 →
  19. 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 →
  20. 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 →
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