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. 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

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add feature to search by "preferred contact method"

    Please add a feature to be able to search by preferred contact method as this will be helpful when sending out letters to clients.

    13 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. Have the ability to list different categories of tag groups

    so that you do not have to scroll down and waste time to find the desired tag group. The tag groups can be hidden in the category heading until it is clicked on and then the tag groups inside the desired category will expand. User should have the ability to name each category heading so that they can customize as needed.

    5 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. search important information

    Make important information able to be searched. The report is ok, but we want to search for specific details that are put in the important information and it would be great if we could do this under advanced search.

    12 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. tag groups

    ADDING/REMOVING Tag Groups:

    When in a client's contact we have the option to view the tag groups the client is associated with. The "add" button in the top right section of the tag group portion only works to "add" tag groups. However, it appears that we can remove tag groups by deselecting from the tag groups from the dropdown menu. This is deceiving; we should be able to add AND remove from the dropdown menu of tag groups by selecting and unselecting groups, then saving.

    We realize we can remove a client from the tag group by using the arrow…

    16 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. On the contact search results page make the columns sort-able.

    On the contact search results page make the columns sort-able.

    98 votes
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    13 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. keyword search

    I saw that the dropdown of keywords in Advanced Searches was added per another user's request. I think this is great and helpful, but it has limited some other features that I used to use a lot.

    I do miss when we used to be able to type in partial Keywords for searches. We use keywords very heavily and have prefixes that we use to categorize them. If I had the ability again to run searches for Contact Keyword - Keyword - Does Not Contain - RS, for example, I could quickly identify our clients who are not currently set…

    5 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. The "begins with" feature of the database search does not work.

    The "begins with" feature of the database search does not work. For ex: I have several Client Status' that begin with "Client", such as, Client, Client-Spouse, Client-Child, etc. When I request Status begins with Client, Redtail only returns "Client" and not the other categories that begin with Client.

    18 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. advanced search improvement with parenthesis and searchable quicklists

    I want the ability to search with quicklists in addition to other criteria. I may have built a complex quicklist and I want to not repeat creating that all the time so I need to be able to pull those up. Also, allow for parenthesis so I can make a more specific search. I want to be able to search Status=Client & (category=active or category= inactive). Now I would have to search for (Status=Client & category= active) or ('Status=Client & category=inactive). And the parenthesis are forced. So instead of a simple three criteria search, I end up with four. And…

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. UDFs should be able to be used in the advanced search feature.

    It would be really helpful if we could use UDFs in the advanced search feature, allowing us to filter by more than one report. We need to be able to search by advisor AND specific UDFs. This would make UDFs much more useful, especially for RMDs.

    345 votes
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    15 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  16. A folder option of quicklists

    I am creating many different quicklists, and it would be very handy to be able to group them into folders.

    12 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  17. 16 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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 →
  20. Add "in the list" to search Operand and free text field for "Begins With"

    The search operands should include "In the list." For example, if I want to search all clients who have a certain type of account within a certain age group, within a tri-state area, I must enter so many lines of search parameters and repeat it for each state. I should be able to search State using the operand "Is in the list" and enter MA,RI,NH or MD,DC,VA and it will pull clients from any of those states.

    In addition, we have our Clients labeled differently depending on category Client-Gold, Client-Silver, Client-Platinum, etc. We would like to be able to search…

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