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Welcome to our official Redtail CRM feedback forum!

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82 results found

  1. keyword search

    I saw that the dropdown of keywords in Advanced Searches was added per another user's request. I think this is great and helpful, but it has limited some other features that I used to use a lot.

    I do miss when we used to be able to type in partial Keywords for searches. We use keywords very heavily and have prefixes that we use to categorize them. If I had the ability again to run searches for Contact Keyword - Keyword - Does Not Contain - RS, for example, I could quickly identify our clients who are not currently set…

    5 votes
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  2. The "begins with" feature of the database search does not work.

    The "begins with" feature of the database search does not work. For ex: I have several Client Status' that begin with "Client", such as, Client, Client-Spouse, Client-Child, etc. When I request Status begins with Client, Redtail only returns "Client" and not the other categories that begin with Client.

    18 votes
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  3. advanced search improvement with parenthesis and searchable quicklists

    I want the ability to search with quicklists in addition to other criteria. I may have built a complex quicklist and I want to not repeat creating that all the time so I need to be able to pull those up. Also, allow for parenthesis so I can make a more specific search. I want to be able to search Status=Client & (category=active or category= inactive). Now I would have to search for (Status=Client & category= active) or ('Status=Client & category=inactive). And the parenthesis are forced. So instead of a simple three criteria search, I end up with four. And…

    8 votes
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  4. UDFs should be able to be used in the advanced search feature.

    It would be really helpful if we could use UDFs in the advanced search feature, allowing us to filter by more than one report. We need to be able to search by advisor AND specific UDFs. This would make UDFs much more useful, especially for RMDs.

    406 votes
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  5. A folder option of quicklists

    I am creating many different quicklists, and it would be very handy to be able to group them into folders.

    22 votes
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  6. Have the same alphabetical search feature for quicklists like it has for all contacts

    Within a quicklist there's no easy way to quickly navigate to the "Z" people and switch back to another alphabet for marking for bulk actions purposes. Scrolling when you have hundreds of a contact in a list is tiresome. The advance search is intimidating for our elderly employees. The alphabetical sorting system in the "Contact A-Z" tab will work perfectly. Can we please have this feature for quicklist too?

    15 votes
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  7. Search clients/prospects based on distance from a specific address or zipcode

    I'd like to be able to type in a specific address or zipcode & select all clients and/or prospects within or outside of an x-mile radius.
    Currently I'm having to type each dern zipcode separately to find clients who are too far away since our city is so spread out. I cannot just type "exclude" and then the cities, because the city itself is so big that your address can say you're in the city & still be 1.5 hours away.
    This would be very useful for when we throw client events, but have clients who are too far away…

    6 votes
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  8. Advanced Search always available

    Advanced Search should be available anytime the search bar is available, just to the right of the bar. Currently, on pages where only the search bar is available, I have to 'search' a blank search field, then click Advanced Search when it appears. There's space for an Advanced Search link out to the right of the search bar.

    47 votes
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  9. Improve contact search.

    When I search for a client using first and last name, it won't show results if the contact card has a middle initial and i didn't type that in.

    For example, if the contact card says, "John Q. Smith" and I search for "John Smith" no results come up.

    Can we also have it show suggestions/similar names? If I don't know how to spell a name and am only off by one letter, can it suggest names like Google does?

    Ex: If I search for Smoth, could it say, "showing results for "Smith" instead."

    Some people have terrible names that…

    100 votes
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  10. Quicklists-"BEGINS WITH" sort feature does NOT work.

    When you I request the database to return a field that "Begins With" it doesn't currently work.

    ie: Contact - Status - Begins With - "Client" - will ONLY bring up "Client" and not the additional statuses we have set up such as: "Client-Spouse", "Client-CB Family/Friend", nor "Client-Child of Client".
    This is a very basic database feature and it was functioning in the previous version of Redtail. Please fix this! :)

    12 votes
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  11. Quicklist User Specific

    We should have the ability to make quicklists only show up for ourselves. I don't want to see everyone else's quicklists, which pertain to their clients. I only want to see the quicklists relating to my contacts and clients. The list gets too long and it's annoying to find the quicklist that I want when I have to sort through everyone else's lists also.

    19 votes
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  12. Family name on Contacts A-Z page

    Have the "Family Name" appear below the client contact name on the Contacts A-Z screen. You currently can see the client's employer name on that screen directly under the contact record name. It would be nice to see the "family name" associated with that contact so you can see all the "John and Mary Smith's" in that family from that screen.

    18 votes
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  13. global search

    Global search needed. Your competitors offer it and it does not affect performance. We should be able to toggle from Contact to Global so it doesn't use massive resources all the time.

    18 votes
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  14. Tag Group and and Client Lists - Data Export and Printing Options

    Looking for a way to export (to Excel or text) and print the client list so that I can see all the Tag Groups and to which each client is assigned to. This feature would be very helpful in both current client management and new client setup. I would like to be able to look at this data in various ways and to print checklists by Tag Group and client. Thank you!

    87 votes
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  15. make the advanced search options editable like they used to be

    We used to be able to edit the fields (like backspace or type in) in the advanced search. For example, contact category.
    We could use the operand "begins with" and type "client" since our categories are (client - A, client - B, etc.) and it would pull all clients.

    Now we have to do a separate search for each category (4) just to pull a list of our clients.

    7 votes
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  16. Make ALL Fields Searchable in the Advanced Search

    If the fields are there, they should be searchable so that we can sort our data how we need to. I know it's a lot of work, but it would make Redtail so much more usable for marketing and servicing clients.

    Primary Phone
    Primary Email
    Preferred (is phone, is email, is address, is empty, is not empty, etc.)
    Account Renewal Date

    210 votes
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  17. When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.

    I have 150 records to change and I have to keep scrolling down to find where I left off. If you could auto-scroll down the alphabet and highlight the last record I changed it would make large volume micro-adjustments easier.

    100 votes
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  18. Navigate to Account Overview on Search on Account Number

    when entering an account # you go directly to that account, not the person's name 1st

    10 votes
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  19. 27 votes
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  20. Search on Salutation

    I would like to run a search for all of the Doctors in my book but there is no option to just search br Dr.?

    16 votes
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