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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.
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95 results found

  1. - 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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  2. Quicklist Filter for Primary Email, Primary Address, Etc.

    It would be beneficial to be able to generate a QuickList and have the filter be: primary email, primary address, etc. Rather than running a QuickList then having to do a custom export every time.

    6 votes
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  3. 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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  4. 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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  5. 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 votes
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  6. 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
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  7. 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
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  8. 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
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  9. 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
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  10. Make the fields in the Recruiting area searchable

    Please make the fields in the Recruiting area searchable and/reportable.

    4 votes
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  11. 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
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  12. 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
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  13. 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.

    3 votes
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  14. 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
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  15. 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
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  16. 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
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  17. 3 votes
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  18. 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
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  19. 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.

    3 votes
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  20. Filter by Permissioned User or Team, with actions

    It would be very helpful if we could search by permissions and then have actions/bulk actions available.
    For example, I could search for all clients that have John Smith or John Smith's Team permissioned and then be able to update permissions for all of them instead of one at a time. This would be helpful if a client changed advisors or if permissions were wrong for a lot of clients.

    3 votes
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