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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.
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How can we improve Redtail Technology's CRM?

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7 results found

  1. 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…

    27 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  2. 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.

    26 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  3. On the contact search results page make the columns sort-able.

    On the contact search results page make the columns sort-able.

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

    423 votes
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    20 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  5. 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! :)

    15 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  6. 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 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  7. 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.

    185 votes
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    22 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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