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.

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  1. 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.

    4 votes
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  2. 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.

    1 vote
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  3. 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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  4. 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

    4 votes
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  5. 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.

    4 votes
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  6. 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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  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. 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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  9. Make the fields in the Recruiting area searchable

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

    1 vote
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  10. Allow Notes to be in the Advanced Search

    Allow Notes to be in the Advanced Search. Notes can have custom categories so why not include them in the Advanced Search?

    12 votes
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  11. Adding RMD INFO. Tab - nexto Misc Client Info

    Adding new Tab next to Misc Client Info - RMD Info.- so we can add Client RMD info instead of using UDF's or Important Info. It would be easier/quicker to find (at a glance) & make it to where we could either use copy/paste or creating your own template.

    22 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 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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  13. An account advanced search that allows exporting accounts and displays account instead of contacts.

    we have a contact advance search(what we have now, pulls contacts) but we should have an account advanced search that allows users to see accounts, not contacts based on the search criteria so when they export it's only the accounts in the list.

    15 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. 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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  16. 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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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Adding Custom Search Fields in Reports

    Under the Grid where you can select general fields like "name, servicing advisor, etc." add the ability to custom search other areas - including keywords, UDF's, etc.

    This would allow for a more robust search tool within a report rather than having to pull multiple reports to get an answer.

    Example: If wanted to see Clients with a certain category and a certain UDF option, that is not an option - you would have to cross reference the UDF report with the Category report which only makes MORE Work and us advisors less efficient.

    This should be a simple customization…

    9 votes
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  18. 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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  19. 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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  20. 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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