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. 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.

    10 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  12. RED Tail Imaging

    In Imaging it is time consuming to scroll all the way through and find a client's file.
    It would be helpful if you could click on a letter of the alphabet and thus limit your scrolling time.
    The search function is not super useful either as you have to know the specific name and then it brings up all their files and you have to scroll again to go to their main list of folders.

    10 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  13. Client search

    Searching for a client becomes cumbersome unless you know the EXACT spelling for both the first and last name - in that order.
    For example, if a client's name is Robert Smith, we'd like to be able to do a search like:
    Smith, R..... OR Bob Smith
    and then any client matching this search (INCLUDING nickname) would show up in the drop down. This would allow a quicker response when this client calls and would be extremely helpful when dealing with large family groups of clients.
    Also, could the search drop down box have a more condensed list of clients?…

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  14. Tag group - most recent at the top and on the first page

    It would be nice to have the Tag Group list auto sorted so the most recent is at the top of the first page, not list in alphabetical order. Or better yet, the ability to sort according to the existing columns.

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. Be able to search phone numbers even with parenthesis - helps when copying and pasting from Ring Central missed calls.

    Be able to search by phone numbers even with parenthesis - helps when copying and pasting from a phone app's emails when I have a missed call.

    10 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  16. "Not Like" or "Does Not Contain" search operators

    I would like to suggest the "Not Like" and "Does Not Contain" operators for searching contacts when I would like to exclude certain contacts from my results.

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  17. permissions

    Make Permissions and Roles a searchable field. As Administrator I should be able to search my database to determine all client set to certain permissions or roles. Currently they are only available as reports which are not eligible for bulk actions.

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to merge Tag Groups

    It would be nice to merge existing Tag Groups together. Sometimes the name is slightly different (made by two people) but used for the same thing. For clean up, it would be nice to have a merge function.

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  19. Please make country codes searchable and reportable so we can get lists of where our clients live by country.

    Please make country codes searchable and reportable so we can get lists of where our clients live by country.

    9 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  20. search tag groups

    Our Tag Group page has a result of 6 pages. It would be nice to search the list instead of clicking through the pages.

    12 votes
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