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!
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95 results found
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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.
15 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.
9 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.
8 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.
13 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
107 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 -
Redtail Imaging
Can you please add a Contacts A-Z search option at the top of Redtail Imaging? A similar search to that of the CRM where the alphabet is at the top of the page and you can go to the client folders via last name versus scrolling down the entire list.
12 votes -
Quick Filter for Search Bar
Have a toggle beside the Search Bar that you can filter for Active Clients only. More often than not, I am searching for an Active Client and my search list is cluttered with deceased clients, inactive clients, and/or prospects.
7 votes -
get rid of tiny scroll box after searching for a contact
With the last update, the search results page became small "scroll box window," can you please put it back to the original format. The problem with the scroll box is even if there are only 6 selections for the contact you entered in the search, only 4-5 are visible and you have to scroll to see the ones at the end of the list. There is plenty of room on the page for a larger scroll box, so it would eliminate the unnecessary scrolling.
36 votes -
Advanced Search Field
Advanced Search Field could use the ability to search for the two CRS fields in the Best Interest box on the account page.
6 votes -
search by status
we have a large data base. When i type in "miller" for example, I have 50+ names pop up. I would love it if i could filter out the junk...the ex-clients, the deceased. This should be a preference option
8 votes -
Operand for "Contains"
When doing an Advanced Search the operand "Contains" would include any field that contains the word you are looking for, even if there is other items/words in that field.
12 votes -
Search for nearby clients list or map view
Ex: Agent has to drive 1 hour away for an appointment that will only take 10-15 minutes and would like to make better use of his time, Redtail should have a function that allows Agent to see other clients in that area so that he can attempt to schedule multiple appointments in the same area easily. Now he is able to meet a client for his annual review meeting on his way back rather than driving all the way back out there in 2 weeks"
It would be nice if Redtail had a way to find other clients that live…
19 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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