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
-
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.
8 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.
6 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…
16 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!
-
Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier
Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier. For example I want to search for Clients, we have several client - type this would make it much easier.
24 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!
-
consistent client search function: ANY combo of names should work in any contact search box
typing in just first name, just last name, first & last, last & first should find client on any Client search bar (homepage, new meeting appointments, notes reports, etc )
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
client search improvements
Search client by contact information
mber(s), current address, old address, business name, POA, Beneficiary's Names)19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Enhance the capabilities of the "Like" operand for Advanced Searches.
Currently the 'Like' operand is intended to be used with 'Values' that are being typed in, not selected from a drop-down menu. So it doesn't pull any results when selecting from a drop-down "Value" menu. Many offices use a number of values containing the same words. So, currently we're required to use the "Equal To" operand which makes for excessively long entries for search criteria with several different levels. "Like" worked with drop-down "value" menu options in previous versions of Redtail, so this should be revisited to save us all some valuable time when setting up Quicklists and other searches.
6 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!
-
Add Primary Phone & Primary Email to Advanced Search
I am looking for clients with a phone number but not a primary phone number and an email address but no primary email address. I was able to do this with address. I thought this option was under primary contact till I realized that was a different field altogether.
32 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!
-
When linking a contact, let us search BOTH the first AND last name
When you are linking contacts to an activity, in a note, etc, RedTail should let us search using both the first and last name as currently it only let's us use one or the other. It's extremely time consuming when you're looking up for example John Smith, where we have 100 Smith's and a 100 John's.
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
alphabetize information in any column from within a searched list
in the old version of redtail, i could alphabetize any column from within a list, simply by clicking on the header/title at the top of that column. similar to an excel spread sheet. that feature is now gone in the new version of redtail. very frustrating considering we used that feature a lot in hand selecting contacts for a campaign. yes i know we can use filters to narrow down a list. yes i know that i can search by status or by catergory. i dont want to see a small list. i want to see the entire list and…
20 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!
-
Lookup
Where Contact Lookup is initiated should be ID:STATUS -- Contains? & Starts with?
1 voteThe 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!
-
Advanced Search
In the "advanced Search" filters, it would be most user friendly to include the ability to add parentheses around logical connectives to more intuitively command the account information. I'll give an example:
I stratify clients into tag groups A Clients, B Clients, C Clients, and D Clients. There are several without any tag group, and I'm looking for a list of current clients not in Qualified Plans status, who don't have one of these tags. The Logical operand is easiest explained as:
( Contact-Status-Equal To-Client AND Contact-Category-Not Equal To- Qualified Plan ) AND( Tag Group-Tag-not equal to A-Client AND Tag…
10 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!
-
search partial name
Be able to search by partial name. For example Robert Smith, should come up by searching Rob Smith or r smith or ro sm
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Add feature to search by "preferred contact method"
Please add a feature to be able to search by preferred contact method as this will be helpful when sending out letters to clients.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
On the contact search results page make the columns sort-able.
On the contact search results page make the columns sort-able.
98 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!
-
Ability to set filters on default search results
I would love to be able to set filters for my "Search Contacts" so that when I search from the box at the top of the screen, I would see only a specific status (i.e. Client). I would appreciate not having to wade through Closed Clients, Children of Clients, Cold Leads, etc., with the same name every time I search for a client.
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
- Don't see your idea?