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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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35 results found

  1. 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.

    9 votes
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  2. 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.

    3 votes
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  3. 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…

    3 votes
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  4. 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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  5. "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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  6. 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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  7. 3 votes
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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. Combine Email/Call/Text Logs

    Instead of adding call and text information to the notes, it would be great to have one tab for logging of all communication with clients that could be filtered out between emails, calls, and texts. We have a text-heavy clientele, and we're new to Redtail but already finding that text logging is bogging down our notes list.

    11 votes
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  14. 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.

    8 votes
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  15. 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.

    13 votes
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  16. 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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  17. 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.

    26 votes
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  18. 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.

    21 votes
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  19. 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.

    12 votes
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  20. 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.

    8 votes
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