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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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95 results found

  1. Combine Email/Call/Text Logs

    Instead of adding call and text information to the notes, it would be great to have one tab for logging of all communication with clients that could be filtered out between emails, calls, and texts. We have a text-heavy clientele, and we're new to Redtail but already finding that text logging is bogging down our notes list.

    11 votes
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  2. 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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  3. 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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  4. UDFs should be able to be used in the advanced search feature

    It would be helpful to be able to filter by a UDF when running a quicklist instead of having to create a custom export template.

    10 votes
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  5. 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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  6. permissions

    Make Permissions and Roles a searchable field. As Administrator I should be able to search my database to determine all client set to certain permissions or roles. Currently they are only available as reports which are not eligible for bulk actions.

    9 votes
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  7. Please make country codes searchable and reportable so we can get lists of where our clients live by country.

    Please make country codes searchable and reportable so we can get lists of where our clients live by country.

    9 votes
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  8. Add a feature to search all data ever entered in Redtail by keyword

    This would function like "Spotlight" on the Mac so that you can find anything you've ever entered in Redtail by searching by any word.

    9 votes
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  9. 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
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  10. 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
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  11. search by status

    we have a large data base. When i type in "miller" for example, I have 50+ names pop up. I would love it if i could filter out the junk...the ex-clients, the deceased. This should be a preference option

    8 votes
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  12. advanced search improvement with parenthesis and searchable quicklists

    I want the ability to search with quicklists in addition to other criteria. I may have built a complex quicklist and I want to not repeat creating that all the time so I need to be able to pull those up. Also, allow for parenthesis so I can make a more specific search. I want to be able to search Status=Client & (category=active or category= inactive). Now I would have to search for (Status=Client & category= active) or ('Status=Client & category=inactive). And the parenthesis are forced. So instead of a simple three criteria search, I end up with four. And…

    8 votes
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  13. Customizable and Sortable Column headers in searches, etc.

    This has probably been asked, but it is pretty common these days in software packages to be able to customize columns headers in search or even onscreen reports, by adding to those visible or removing one (temporarily), and then being able to sort by clicking on that column header. For example, I can search by zip code, but cannot see the column result, and then cannot sort by the Contact Name column. Thanks

    7 votes
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  14. 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
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  15. Filter Archived Contact Methods out of Advanced Search

    Currently if I create a search criteria for contacts with email addresses, contacts with archived email addresses and no non-archived email address will show up in the search results.

    We archive email addresses to clean up the contact record while preserving the Email Archiving history for that inactive address, so deleting them out would not be the preference.

    I could also see a problem that could come up with searching for an email address that may be archived and needing that email address to show up so we can identify what client it belongs to. So in one case we…

    7 votes
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  16. "Not Like" or "Does Not Contain" search operators

    I would like to suggest the "Not Like" and "Does Not Contain" operators for searching contacts when I would like to exclude certain contacts from my results.

    7 votes
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  17. it would be nice for the house icon to pop up next to client's name in Search Box, so we know where to find the detailed Notes.

    When a client's name is typed into the Search Box, it would be nice if the house icon would pop up, so we know where to find the detailed Notes.
    Rather than pulling up all the clients with that last name and having to look for the house icon.

    6 votes
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  18. Advanced Search Field

    Advanced Search Field could use the ability to search for the two CRS fields in the Best Interest box on the account page.

    6 votes
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  19. - Quicklists to sort by Seminar Attendee Status

    Be able to include seminar attendee status in a quick list and/or tag group search.

    For example, we like to send out broadcast emails severel times before a seminar/webinar but we don't want to send that same invite to someone who has already signed up to attend the seminar. We have no way to exclude those individuals in the next broadcast email w/o a lot of manual work.

    6 votes
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  20. 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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