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.
50 results found
-
search on primary phone/email/address
I can run a report on clients that show what phone #s, emails, and addresses are designated as primary but I cannot run a search to see just those clients that have (or don't have) a primary phone/email/address designated. We need to have a search option to see that so we don't have to run a report and delete the non-needed information
3 votes -
search task by subject
Keyword search of Subject field
3 votes -
Could you add the ability for the main search bar to look up clients by Client ID, not just by name?
We’re reducing the use of personally identifiable information in our internal communication, so Client IDs are becoming our go-to. Right now we have to use Advanced Search—or swap an ID into a random contact’s URL—to find someone by ID. If the main search bar supported Client ID lookup, it would make the process faster, cleaner, and more secure for our team.
3 votes -
Add cusip in the field drop down when doing an advanced search on account asset
Add cusip in the field drop down when doing an advanced search on account asset. Every other field is listed except cusip.
1 vote -
Give us a text box when using "Begins With" or "Like" operands
When doing an advanced contact search, if we choose a field with a preset list of options (Tag Group, Category, Status, etc), regardless of the operand we choose we are only ever given the option to use a preset value from the dropdown box as the search criteria.
It would be very helpful to be have a freeform text box for the "Begins With" and "Like" operands.
For example, we have 6 different tag groups that all start with the same first three letters - "FMG": FMG A Clients, FMG B Clients, FMG C Clients etc. etc. Right now there's…
3 votes -
Add "Referred By" as a Column option in the Quick Lists area
We create quicklists for all of our prospects so we can track what stage they are in the process. Currently Quicklists have columns from Contact Details including "Status", "Category", "Source", "Type" etc. Can we also add the column "Referred By" as an option?
3 votes -
open word search
advisors need to be able to search their entire database not just for a contact.
3 votes -
Account Flag
Hello.
I would be VERY helpful to be able to use the account flags (Tax Qualified, Discretionary, Managed, Held Away) as a search parameter in the Advanced Search. We have certain account prefixes for different types of accounts and this would help to verify accounts.
At the very least, make an option for Flags in the Custom Export Template feature. That way we could could export it to Excel and sort it.
Thank you!3 votes -
When searching for clients, I would love to see a drop down of the last 5 or so contacts I recently clicked on
When you click on the search bar to search for a client, I would love to see the last 5-10 clients that I had just viewed.
3 votes -
Advanced Search: would love to be able to search for permission roles
I would love to be able to search permission roles to make sure all clients are assigned to a specific team and / or person.
3 votes -
Quick check for any details in Contact Record
In reviewing our database, we have a number of Contacts with minimal information - only name, email address and/or phone number, servicing advisor, category and status. There are no notes or history in a quick search.
It would be nice to have a simple way to check through the tabs for the Contact (Membership, Documents, Seminars, etc.) to see if any information is there. If not, then the record could potentially be deleted. If there is information, then it can be reviewed and determined how to handle updating the record.
My assumption is there was a list imported at some…
1 vote -
Advanced Search - Tiered Feature - Multiple Functions Under Specific Sets
The implication is that we can set a search criteria including "AND" & "OR" functions, then set multiple "OR" searches (w/ their own "AND" functions) that is specific to that search set. This would alleviate the process of re-creating multiple identical searches with just the end function being the one distinctive difference. This will also help to mitigate errors when creating highly manicured Advanced Searches.
Also, functions beyond just "AND & "OR" would be nice.
3 votes -
Advanced Search for Know Your Client "Objective"
When searching in Advanced Search, "Know Your Client" is a Type; but things like "Objective," "Risk Tolerance," and "Time Horizon" are not Fields that you can search for.
3 votes -
country
Add a country field under advanced address search.
When you're doing advanced search by address, there's no country field. So we cant pull up all clients in any specific country. Really seems like it should already be there.1 vote -
"Created By" listing names alphabetically.
When doing an advanced search for "Created By", it would be nice for first or last name to be listed alphabetically.
3 votes -
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.
11 votes -
Searching by client nickname
When searching for a client by their nickname and last name (for example: Bob Jones, instead of Robert Jones), it does not pull up the client.
37 votes -
Search in multiple databases
I have access to 2 databases because our advisors are on 2 teams. Please make it so I can search (or better yet - have access to) both databases at the same time. With 5 advisors in the office, there are times when clients call in and are not sure of the advisors name, maybe because they are a beneficiary or POA, or maybe they have forgotten (not good with names) or are new clients, so if I look up the contact name and it is not in the current database, I have to switch databases to see if the…
6 votes -
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 -
"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
- Don't see your idea?