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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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95 results found

  1. 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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  2. 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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  3. Favorite Quicklists like you can favorite contacts

    It would be helpful to be able to favorite quicklists like we can favorite contacts and have these quicklists show up of the "favorties" tab either at the top of the list or in a separate "sub-tab" for lists vs contacts.

    3 votes
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  4. Lookup

    Where Contact Lookup is initiated should be ID:STATUS -- Contains? & Starts with?

    1 vote
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  5. 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
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  6. 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
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  7. 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
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  8. Filter search criteria in Advanced Search

    You need to either make the "dropdowns" have check off multiple selections OR if I have to use the AND/OR, be able to copy and paste what is already there so that I don't have to go through the dropdowns 6x over.

    1 vote
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  9. Add Contact telephone number and email to the column for search results

    When you type in a contact's last name and a list of multiple contacts with the same last name show, make one of the columns Telephone number and email. This would make it so you don't have to go into the contact record for quick info.

    1 vote
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  10. Speak - Modify second accepted SMS

    How do we change the message sent when they accept texting with us?
    It now says - You are now connected. Feel free to send a message! Send "STOP" to discontinue this conversation with "your advisor." We are a non-profit association for financial advisors.

    1 vote
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  11. date stamp feature for adding tags

    I would like to see a date/time stamp for things added to the CRM such as Tag group or UDF. We are wanting to track exactly when someone was referred to different COIs of ours. We can add a tag stating we referred them to ABC Tax but do not have anything we can pull reports on to say when it was done.

    1 vote
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  12. "Buddy" Icon

    Please bring back the little "Buddy" icon for the Recent, QuickLists, & Tag Group dropdown in the top right corner. Thank you!

    1 vote
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  13. search phone number with area code in parantheses

    Many times when I miss a call or when a call comes in after hours I like to copy and paste the number into the search bar for clients - it would be nice if I could search with area code in parantheses like it shows when the call comes in.

    1 vote
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  14. 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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  15. seminar

    1 vote
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