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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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82 results found

  1. 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.

    406 votes
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    19 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  2. 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

    210 votes
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    11 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  3. Searching Departments in Business Records

    Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.

    181 votes
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    22 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  4. On the contact search results page make the columns sort-able.

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

    101 votes
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    13 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  5. When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.

    I have 150 records to change and I have to keep scrolling down to find where I left off. If you could auto-scroll down the alphabet and highlight the last record I changed it would make large volume micro-adjustments easier.

    100 votes
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    5 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  6. 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…

    100 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  7. 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

    94 votes
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    6 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  8. 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!

    87 votes
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    12 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  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.

    47 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  10. 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.

    36 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  11. Add Primary Phone & Primary Email to Advanced Search

    I am looking for clients with a phone number but not a primary phone number and an email address but no primary email address. I was able to do this with address. I thought this option was under primary contact till I realized that was a different field altogether.

    32 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  12. consistent client search function: ANY combo of names should work in any contact search box

    typing in just first name, just last name, first & last, last & first should find client on any Client search bar (homepage, new meeting appointments, notes reports, etc )

    31 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  13. add the operand 'not like' or 'does not contain'

    to the advanced search.

    27 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  14. Adding RMD INFO. Tab - nexto Misc Client Info

    Adding new Tab next to Misc Client Info - RMD Info.- so we can add Client RMD info instead of using UDF's or Important Info. It would be easier/quicker to find (at a glance) & make it to where we could either use copy/paste or creating your own template.

    25 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  15. When linking a contact, let us search BOTH the first AND last name

    When you are linking contacts to an activity, in a note, etc, RedTail should let us search using both the first and last name as currently it only let's us use one or the other. It's extremely time consuming when you're looking up for example John Smith, where we have 100 Smith's and a 100 John's.

    25 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  16. Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier

    Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier. For example I want to search for Clients, we have several client - type this would make it much easier.

    24 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  17. 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.

    22 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  18. search partial name

    Be able to search by partial name. For example Robert Smith, should come up by searching Rob Smith or r smith or ro sm

    22 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  19. alphabetize information in any column from within a searched list

    in the old version of redtail, i could alphabetize any column from within a list, simply by clicking on the header/title at the top of that column. similar to an excel spread sheet. that feature is now gone in the new version of redtail. very frustrating considering we used that feature a lot in hand selecting contacts for a campaign. yes i know we can use filters to narrow down a list. yes i know that i can search by status or by catergory. i dont want to see a small list. i want to see the entire list and…

    20 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  20. 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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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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