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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. custom report

    combine elements of activity and notes reports to manage staff. we have weekly staff meetings to review the week. if we can see open and completed activities and notes for a client/prospect. it would tell a better story of what we did for this person without having to go to multiple reports. we would run this report weekly for everything we did that week

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  2. Activity report option in common tasks

    The report options within the common tasks of a contact record, only provides a "last activity" repor however, you did give options fo "last note" and "notes report". Please give the same option to be able to run "activity report", not just a "last activity"report. Similar to how the note report options are.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  3. Beneficiary report - Under Type, would like it to also include "Traditional IRA" as the Portfolio Detail report does.

    Beneficiary Report - Under Type, would like it to also include "Traditional IRA" just like the Portfolio report does.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  4. birthday report

    Birthday report - We send out B-day cards every week. I typically write up the envelopes in advance, sometimes 2 or 3 months in advance. In order for the cards to get there on time I send them out 7 days in advance of the clients birthday. The current Birthday report will run birthdays from current date to whatever option in advance is chosen. This creates the situation where I have people on the report that have already processed.

    Would it be possible to add a date range function to the report. IE.: from Feb 1 to April 30. This…

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  5. No Contact report enhancements request

    The fiduciary no contact report is a valuable tool but only includes clients with Tax Qualified accounts. I act as a fiduciary for all clients with a fee-based investment account tax qualified and otherwise and I would be nice to be able to include all fiduciary accounts in this report.

    The next limitation is on the regular no contact report. I am using keywords instead of contact categories to identify contacts that are my referral partners such as CPAs, attorneys, etc. I use keywords instead of categories because some of these professionals are both clients and referral partners and I…

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  6. activities by client category

    Please enable us to create a report that shows completed/open activities and workflows per contact category. Seems ridiculous we have to beg on a suggestion board for the ability to report on our own information!!

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  7. Please include a note that tells users that a Birthday Report only includes Birthday Reminders that are turned On

    The birthday report implies that it will make a report of the birthdays for the selected list of contacts. However, it does not include birthdays if the birthday reminders for that contact is turned off.

    Please change this, or include some kind of tooltip/note that lets users know this is the case.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  8. 32 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  9. report completed tasks

    It would be great if we could run a report on completed tasks so we can see which users completed what tasks, not just the last user that completed a workflow that may include multiple people
    Right now you can just run a report on open tasks, which doesn't credit users on how much they have accomplished over a course of time

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  10. Custom Contact Report

    It would be really helpful to have a contact report that lists all of an individuals Keywords, Tags, User Defined Fields, Memberships, and Interests that we could print out to review for client meetings and on a periodic basis to make sure all of the tags, keywords, and user defined fields are still applicable.

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  11. Contact Notes Report

    I would like to be able to run a Notes Report by household, not just individual client. That way a married couple can have a combined report if desired, not two separate reports that need to be run.

    Thank you!

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  12. workflow checklist reports should show the comments entered during the processing of the workflow

    workflow checklist reports must included the comments made during the process. They are pertinent to the report.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  13. Save Filters When on That Screen

    When doing Activity Reports, it would be nice if the filters saved when your on that section, instead you have to re-put in all the info even if your doing something as simple as switching the attendee.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  14. Report Sorting

    When in a Report and data is sorted, then you go into a Work Flow to make changes and then back to the report, you have to resort. It would be nice to keep the sort filters in place, instead of resorting every time.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  15. Deceased Status & Death Date on Personal Profile

    I would love to have the Death Date and the status of Deceased on the personal profile, i hate the idea of disconnecting a family and not have the deceased spouse on the personal profile so this would help with that

    37 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  16. custom reporting

    Let us be able to customize the way things show up on reports and / or create new reports from scratch.

    On confidential personal profile, would like to be able to use alternate titles other than "client" and "spouse"

    13 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to run a list of contacts for duplicate (contact card category) within Redtail

    Ability to run a list of contacts for duplicate (contact card category) within Redtail. Exporting to Excel is easy to run for duplicates, but some goals require that to be imported back into Redtail. It would be helpful to have to ability to directly perform this function in our CRM.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  18. Family Relationships Global Report - Bulk

    I see someone previously asked for this feature but the recommendation was at the contact level ("family report"). I would like to run this report for all of my contacts in bulk.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Include Contact ID on Activity by Contact Report

    Please allow the contact's unique Redtail ID to export on the 'Activity by Contact' Report. This ID is a useful field for updating monthly tracking reports and other macros in Excel.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  20. make comments and linked documents part of the notes search

    Notes are searchable, but comments and document names are not. It would be helpful to hit all when searching notes.

    16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 6 7 8
  • Don't see your idea?

Feedback and Knowledge Base