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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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5 results found

  1. 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.

    53 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  2. 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…

    108 votes
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    4 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  3. 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!

    94 votes
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    13 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  4. 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

    218 votes
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    11 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  5. 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 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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