Redtail 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.
42 results found
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Create Dynamic Tag Groups
There should be two types of tag groups that can be created: static and dynamic. Currently, all tag groups are static. I would like the ability to create a tag group that will automatically add contacts that meet certain criteria. Essentially, I want a combination of a quick list and a tag group. The marketing software that we use has the ability to import tag groups and sync them nightly, but it is tedious adding each advisors new contacts to tag groups manually.
11 votes -
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.
8 votes -
ability to customize on screen field options shown for advanced search results
Would like ability to show more information from search results without having to use custom export.
8 votes -
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.
7 votes -
Search in multiple databases
I have access to 2 databases because our advisors are on 2 teams. Please make it so I can search (or better yet - have access to) both databases at the same time. With 5 advisors in the office, there are times when clients call in and are not sure of the advisors name, maybe because they are a beneficiary or POA, or maybe they have forgotten (not good with names) or are new clients, so if I look up the contact name and it is not in the current database, I have to switch databases to see if the…
6 votes -
Search Engine (Search Anything, Universal Search, Full Database Search)
Redtail is missing a search anything option (full database search) similar to a search engine capability like Google. For example, if a user recalls something like a name, note, or something else they entered into a contact but doesn't recall what field this is in, they should be able to do a database search for that information. Lacking this functionality creates unnecessary work for your customers, and most of your competitors offer this.
6 votes -
advanced search
In the advanced search feature, it would be nice to have a way to select multiple "values" instead of creating a new line for each value. For example, if I wanted to search for two contact categories, once I enter "Contact", "Category", "Equal To"; I would then be able to choose both of the categories I want (this would serve as an "AND" function without having to add a separate line).
5 votes -
Clients Since Subject
When conducting an advanced search with the specific variables, there should be a column option that displays client since. This information is great to have when conducting advanced searches.
5 votes -
Make the fields in the Recruiting area searchable
Please make the fields in the Recruiting area searchable and/reportable.
4 votes -
3 votes
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When searching for clients, I would love to see a drop down of the last 5 or so contacts I recently clicked on
When you click on the search bar to search for a client, I would love to see the last 5-10 clients that I had just viewed.
3 votes -
Advanced Search: would love to be able to search for permission roles
I would love to be able to search permission roles to make sure all clients are assigned to a specific team and / or person.
3 votes -
Advanced Search - Tiered Feature - Multiple Functions Under Specific Sets
The implication is that we can set a search criteria including "AND" & "OR" functions, then set multiple "OR" searches (w/ their own "AND" functions) that is specific to that search set. This would alleviate the process of re-creating multiple identical searches with just the end function being the one distinctive difference. This will also help to mitigate errors when creating highly manicured Advanced Searches.
Also, functions beyond just "AND & "OR" would be nice.
3 votes -
Advanced Search for Know Your Client "Objective"
When searching in Advanced Search, "Know Your Client" is a Type; but things like "Objective," "Risk Tolerance," and "Time Horizon" are not Fields that you can search for.
3 votes -
"Created By" listing names alphabetically.
When doing an advanced search for "Created By", it would be nice for first or last name to be listed alphabetically.
3 votes -
ability to search emails that are archiving into our CRM
Ability to search external email archiving by keyword in the email history section. For example instead of just being able to search by contact name and subject, being able to search by any word in the headers or body of the email
3 votes -
Advanced Search on Account Level
Currently Advanced Search is at the 'contact' level, we NEED to be able to search at the account level. Today there is no way to get an accurate report showing an account type, for example, Fixed Annuities issued in a particular month, say January. To me this is a basic search feature that should be available.
3 votes -
country
Add a country field under advanced address search.
When you're doing advanced search by address, there's no country field. So we cant pull up all clients in any specific country. Really seems like it should already be there.1 vote -
search phone number with area code in parantheses
Many times when I miss a call or when a call comes in after hours I like to copy and paste the number into the search bar for clients - it would be nice if I could search with area code in parantheses like it shows when the call comes in.
1 vote -
"Buddy" Icon
Please bring back the little "Buddy" icon for the Recent, QuickLists, & Tag Group dropdown in the top right corner. Thank you!
1 vote
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