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. 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 →
  2. Have the same alphabetical search feature for quicklists like it has for all contacts

    Within a quicklist there's no easy way to quickly navigate to the "Z" people and switch back to another alphabet for marking for bulk actions purposes. Scrolling when you have hundreds of a contact in a list is tiresome. The advance search is intimidating for our elderly employees. The alphabetical sorting system in the "Contact A-Z" tab will work perfectly. Can we please have this feature for quicklist too?

    14 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. Search clients/prospects based on distance from a specific address or zipcode

    I'd like to be able to type in a specific address or zipcode & select all clients and/or prospects within or outside of an x-mile radius.
    Currently I'm having to type each dern zipcode separately to find clients who are too far away since our city is so spread out. I cannot just type "exclude" and then the cities, because the city itself is so big that your address can say you're in the city & still be 1.5 hours away.
    This would be very useful for when we throw client events, but have clients who are too far away…

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

    When I want to link a contact to an activity and the search box comes up, I have to physically click again in the search box to type. Can't it just pop up and automatically put the cursor in the box to start typing?

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

    I use tag groups very often, so therefore I have a long list of them. Every time I need to add someone to a tag group and click on save -- I have to scroll all the way down the list to "save it" . I have over 50 tag groups so it gets annoying after awhile especially if I'm working on a long list of people to add. Can you please do a drop down arrow on the same line to save so we don't have to scroll all the way to the bottom of the list.

    10 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. Improve search box flexibility.

    For example I have a client John Smith. If I search for "Smith, John" or "John smith" Nothing comes up. Must be a perfect match, "John Smith". Can't the search box be more flexible, smarter?

    11 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. Advanced Search always available

    Advanced Search should be available anytime the search bar is available, just to the right of the bar. Currently, on pages where only the search bar is available, I have to 'search' a blank search field, then click Advanced Search when it appears. There's space for an Advanced Search link out to the right of the search bar.

    39 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  10. Improve contact search.

    When I search for a client using first and last name, it won't show results if the contact card has a middle initial and i didn't type that in.

    For example, if the contact card says, "John Q. Smith" and I search for "John Smith" no results come up.

    Can we also have it show suggestions/similar names? If I don't know how to spell a name and am only off by one letter, can it suggest names like Google does?

    Ex: If I search for Smoth, could it say, "showing results for "Smith" instead."

    Some people have terrible names that…

    75 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  11. Quicklists-"BEGINS WITH" sort feature does NOT work.

    When you I request the database to return a field that "Begins With" it doesn't currently work.

    ie: Contact - Status - Begins With - "Client" - will ONLY bring up "Client" and not the additional statuses we have set up such as: "Client-Spouse", "Client-CB Family/Friend", nor "Client-Child of Client".
    This is a very basic database feature and it was functioning in the previous version of Redtail. Please fix this! :)

    12 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  12. Quicklist User Specific

    We should have the ability to make quicklists only show up for ourselves. I don't want to see everyone else's quicklists, which pertain to their clients. I only want to see the quicklists relating to my contacts and clients. The list gets too long and it's annoying to find the quicklist that I want when I have to sort through everyone else's lists also.

    19 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  13. Sort Tag Groups by headers

    I would love to be able to sort by "Date Created" for my tag groups. Or sort by any of the other headers

    22 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  14. Family name on Contacts A-Z page

    Have the "Family Name" appear below the client contact name on the Contacts A-Z screen. You currently can see the client's employer name on that screen directly under the contact record name. It would be nice to see the "family name" associated with that contact so you can see all the "John and Mary Smith's" in that family from that screen.

    15 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. global search

    Global search needed. Your competitors offer it and it does not affect performance. We should be able to toggle from Contact to Global so it doesn't use massive resources all the time.

    13 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  16. Tag Group and and Client Lists - Data Export and Printing Options

    Looking for a way to export (to Excel or text) and print the client list so that I can see all the Tag Groups and to which each client is assigned to. This feature would be very helpful in both current client management and new client setup. I would like to be able to look at this data in various ways and to print checklists by Tag Group and client. Thank you!

    81 votes
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    12 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. make the advanced search options editable like they used to be

    We used to be able to edit the fields (like backspace or type in) in the advanced search. For example, contact category.
    We could use the operand "begins with" and type "client" since our categories are (client - A, client - B, etc.) and it would pull all clients.

    Now we have to do a separate search for each category (4) just to pull a list of our clients.

    7 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  19. Make ALL Fields Searchable in the Advanced Search

    If the fields are there, they should be searchable so that we can sort our data how we need to. I know it's a lot of work, but it would make Redtail so much more usable for marketing and servicing clients.

    Primary Phone
    Primary Email
    Preferred (is phone, is email, is address, is empty, is not empty, etc.)
    Account Renewal Date

    175 votes
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    11 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  20. Provide a search field for contact pictures.

    My boss wants to be able to add photos for all contacts that do not already have one. Having the ability to search for the picture field with the 'Is Empty (NULL)' operand would be amazing.

    Thank you for your time.

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