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.
82 results found
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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 -
Redtail integration with Twenty Over Ten websites
We have a Twenty Over Ten website and have Sumo set up to allow visitors to enter their email address to be added to our blog content. Our Twenty Over Ten website is integrated with Redtail. It would be great if the contacts added vis the website could automatically be put into a TAG group. It's difficult to find contacts that have been added via this method otherwise. Thanks.
6 votes -
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 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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keyword search
I saw that the dropdown of keywords in Advanced Searches was added per another user's request. I think this is great and helpful, but it has limited some other features that I used to use a lot.
I do miss when we used to be able to type in partial Keywords for searches. We use keywords very heavily and have prefixes that we use to categorize them. If I had the ability again to run searches for Contact Keyword - Keyword - Does Not Contain - RS, for example, I could quickly identify our clients who are not currently set…
5 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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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.
5 votes -
Advanced Search letter choice
Within Advanced Search, it'd be super helpful to have an option of typing in a letter the search would jump to within your list, rather than needing to scroll through names to get back to where you were. Some lists are hundreds if not thousands of clients long and to have to scroll to get to U, V, etc. is daunting.
4 votes -
Customize list results views
Add ability to customize the view resulting from search results. For example, being able to add a customized UDF column, or phone number, or next client review date, etc.
4 votes -
Inactive clients Advanced Search
Users should be able to search through the client database by date of last note entered, activity completed, or contact profile update so that we may sort our clients as active and inactive based on who has not been updated in an certain period of time.
3 votes -
Search Contacts Parameters in Preferences
The Search Contacts bar should be given the feature in preferences to search the entire database, or only certain criteria from the status field. And you should be able to select one or more status fields to search. So rather than typing in a common name and getting every one and having to scroll through them, you can set your preference to only search clients and prospects and reduce the list to scroll through.
3 votes -
Search for contacts without shared phone numbers
It would be much more convenient to have the ability to search for contacts that do not have a shared phone number when you search for contacts without a phone number currently contacts with shared phone numbers still display.
3 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.
3 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).
3 votes -
Get Advanced Search To Work as Intended
I searched for contacts without a certain category and after being bewildered for a while about why the list was so short I determined the search results did not show those contacts where the category is blank. To get those I had to add in another search criteria when obviously those should have been included in my initial search. Fix this!
3 votes -
Recycle Bin Search Options and Purge records report
Search options within Recycle bin to assist with purging of contacts and sorting by specific fields. Bulk options and records reports for recycle bin.
1 vote -
Make the fields in the Recruiting area searchable
Please make the fields in the Recruiting area searchable and/reportable.
1 vote -
1 vote
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Lookup
Where Contact Lookup is initiated should be ID:STATUS -- Contains? & Starts with?
1 voteThe 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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UDF
It would be great if we could do advanced searches by specific UDFs and then create a quick list from that search. This would be so beneficial to our firm.
1 vote -
Broaden Search Criteria
It would be helpful to look up clients by SSNs, account numbers and phone numbers. Some clients leave messages with no name or when linking an account to a RT profile, we are only provider the SSN or account number.
1 vote -
Lock the tag groups so no one can delete tag groups on the shared database.
I lost 500 contacts over 4 months of individually placing these people into tag groups just because one person deleted the tag group in my office.
1 vote
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