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Redtail CRM

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82 results found

  1. client search improvements

    Search client by contact information
    mber(s), current address, old address, business name, POA, Beneficiary's Names)

    19 votes
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  2. 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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  3. 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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  4. 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.

    18 votes
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  5. 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.

    18 votes
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  6. Search for nearby clients list or map view

    Ex: Agent has to drive 1 hour away for an appointment that will only take 10-15 minutes and would like to make better use of his time, Redtail should have a function that allows Agent to see other clients in that area so that he can attempt to schedule multiple appointments in the same area easily. Now he is able to meet a client for his annual review meeting on his way back rather than driving all the way back out there in 2 weeks"

    It would be nice if Redtail had a way to find other clients that live…

    16 votes
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  7. 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.

    16 votes
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  8. Search on Salutation

    I would like to run a search for all of the Doctors in my book but there is no option to just search br Dr.?

    16 votes
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  9. Allow Notes to be in the Advanced Search

    Allow Notes to be in the Advanced Search. Notes can have custom categories so why not include them in the Advanced Search?

    15 votes
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  10. Be able to search phone numbers even with parenthesis - helps when copying and pasting from Ring Central missed calls.

    Be able to search by phone numbers even with parenthesis - helps when copying and pasting from a phone app's emails when I have a missed call.

    15 votes
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  11. 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?

    15 votes
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  12. 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! :)

    15 votes
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  13. Client search

    Searching for a client becomes cumbersome unless you know the EXACT spelling for both the first and last name - in that order.
    For example, if a client's name is Robert Smith, we'd like to be able to do a search like:
    Smith, R..... OR Bob Smith
    and then any client matching this search (INCLUDING nickname) would show up in the drop down. This would allow a quicker response when this client calls and would be extremely helpful when dealing with large family groups of clients.
    Also, could the search drop down box have a more condensed list of clients?…

    13 votes
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  14. 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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  15. 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

    12 votes
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  16. search tag groups

    Our Tag Group page has a result of 6 pages. It would be nice to search the list instead of clicking through the pages.

    12 votes
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  17. Adding Custom Search Fields in Reports

    Under the Grid where you can select general fields like "name, servicing advisor, etc." add the ability to custom search other areas - including keywords, UDF's, etc.

    This would allow for a more robust search tool within a report rather than having to pull multiple reports to get an answer.

    Example: If wanted to see Clients with a certain category and a certain UDF option, that is not an option - you would have to cross reference the UDF report with the Category report which only makes MORE Work and us advisors less efficient.

    This should be a simple customization…

    12 votes
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  18. Advanced Search

    In the "advanced Search" filters, it would be most user friendly to include the ability to add parentheses around logical connectives to more intuitively command the account information. I'll give an example:

    I stratify clients into tag groups A Clients, B Clients, C Clients, and D Clients. There are several without any tag group, and I'm looking for a list of current clients not in Qualified Plans status, who don't have one of these tags. The Logical operand is easiest explained as:

    ( Contact-Status-Equal To-Client AND Contact-Category-Not Equal To- Qualified Plan ) AND( Tag Group-Tag-not equal to A-Client AND Tag…

    10 votes
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  19. 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.

    10 votes
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  20. Navigate to Account Overview on Search on Account Number

    when entering an account # you go directly to that account, not the person's name 1st

    10 votes
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