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.

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  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…

    16 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  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.

    24 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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.

    26 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Lookup

    Where Contact Lookup is initiated should be ID:STATUS -- Contains? & Starts with?

    1 vote
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  7. 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 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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

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

    98 votes
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    13 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 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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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 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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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 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…

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 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.

    394 votes
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    18 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  13. 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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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 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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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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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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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  16. 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.

    178 votes
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    21 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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