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.
82 results found
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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.
9 votes -
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 -
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 -
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 -
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 -
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?…13 votes -
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.
9 votes -
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.
13 votes -
"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 -
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.
6 votes -
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 -
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 -
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 -
it would be nice for the house icon to pop up next to client's name in Search Box, so we know where to find the detailed Notes.
When a client's name is typed into the Search Box, it would be nice if the house icon would pop up, so we know where to find the detailed Notes.
Rather than pulling up all the clients with that last name and having to look for the house icon.6 votes -
nickname
Make "nick-name" searchable
Example. William Walton goes by "Bill" -- being able to search for "Bill Walton" in the search bar instead have the current needing to search for William Walton
89 votes -
- Quicklists to sort by Seminar Attendee Status
Be able to include seminar attendee status in a quick list and/or tag group search.
For example, we like to send out broadcast emails severel times before a seminar/webinar but we don't want to send that same invite to someone who has already signed up to attend the seminar. We have no way to exclude those individuals in the next broadcast email w/o a lot of manual work.6 votes -
1 vote
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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 -
Search or report of people that have REFERRED.
Make it possible to do an advanced Search or report of people that have REFERRED someone to us. Currently, you can only run a report on who has been referred to us, our marketing department depends on that list of our special client events
12 votes -
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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