Redtail CRM
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50 results found
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On the contact search results page make the columns sort-able.
On the contact search results page make the columns sort-able.
104 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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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.
438 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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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.
56 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!
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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…
111 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!
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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! :)18 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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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!
100 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!
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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.12 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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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 Date224 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!
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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.?
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!
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Searching Departments in Business Records
Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.
189 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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