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!
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82 results found
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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An account advanced search that allows exporting accounts and displays account instead of contacts.
we have a contact advance search(what we have now, pulls contacts) but we should have an account advanced search that allows users to see accounts, not contacts based on the search criteria so when they export it's only the accounts in the list.
18 votes -
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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 -
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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 -
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 -
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?
12 votes -
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 -
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 -
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 -
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 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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RED Tail Imaging
In Imaging it is time consuming to scroll all the way through and find a client's file.
It would be helpful if you could click on a letter of the alphabet and thus limit your scrolling time.
The search function is not super useful either as you have to know the specific name and then it brings up all their files and you have to scroll again to go to their main list of folders.10 votes
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