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!
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228 results found
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Primary number and address stand out on Personal Profile Form
On the Confidential Personal Profile form, it would be helpful to have the "Primary" contact information stand out among the rest of the numbers and addresses listed. The Primary numbers and addresses are mixed in with all of the others on the form, with no way to differentiate.
9 votes -
Ability to filter 'Notes by User - All Time' report by date
I would love the ability to filter the 'Notes by User - All Time' report by time period. That would be great!
6 votes -
Personal Profile
Include "Memberships" in the report so we can see the names of adult children and other family members. Or consider including a few customization options in the personal profile form, memberships being one option.
16 votes -
Combined Email History and Note Report for Household
We would like to be able to export a report that shows all notes and email history for a household. That way when an advisor is ready to go into a meeting he could glance at a report that shows all client communication for the last year (all notes and emails for the household). Right now this is 4 separate reports - notes for both spouses and email history for both spouses.
19 votes -
If favorite contacts, why not favorite reports?
It must have been a slow month for the developers when all they came up with was the ability to make a contact a favorite.
How about being able to create standing reports that can be re-RUN instead of re-CREATED every time they're needed?
6 votes -
Creation of Report to report on Best Interest (CRS) Dates
It would be extremely helpful if you could create a report in the Reports section where you could see all accounts with information completed in the Best Interest section on the accounts. Currently, you can run a Client Summary report under Fiduciary Reports but it automatically filters, showing only tax-qualified accounts with no way to include all accounts. Can you also create fields for the Best Interest (CRS) on the Custom Export Template?
24 votes -
7 votes
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Report for contacts should be able to filter on contact type.
Report for contacts should be able to filter on contact type.
3 votes -
Make it easier to navigate back to the last place
When creating a report for the purposes of database clean up I noticed that when I leave the report to go into the customer file/page to clean it up, I am automatically directed back to the top of the report when I go back into it to proceed to the next customer page. Is there a way to be able to go back to my place in the report. I have reports that have hundreds of names in them, to have to page back several times to get to my last place makes a tedious job that much more tedious.…
2 votes -
buttons at top of reports
Can the buttons at top right of reports, specifically Duplicate Contact Names, be static so that as you scroll down the list the buttons are always accessible. Thanks!!
10 votes -
Make an option to output the Beneficiary Report landscape
Please have an option somewhere to switch the beneficiary report to landscape -- we use the report in our client reviews and all other pages are landscape. Thank you!
30 votes -
Add Account Balance Field to Account Renewal Reminder Report
When running the Account Renewal Reminder Report, I would like to be able to see the balance on each annuity coming due. Can you please add the "Balance" field to that report? And can the report include a grand total balance for annuities coming due for the filtered time period?
4 votes -
Backup of client data offline
We need a way to back up our data, notes, archived emails offline. All investment advisors are required to have contingency plans, so if internet goes down in an area for extended period of time or even short term, we can't see our client data. I would like to be able to backup my client data periodically onto a local hard drive for safekeeping should something happen and I need access.
Even if its report driven, give us the option to filter so we can back up specific clients for a range of dates would be helpful.
10 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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Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"
I would like to be able to filter all account by status "manually entered" vs. "from feed" once I export them to Excel document. Right now this column and option is missing. It is only available through RT reports, but it does not export to file.
Could you please add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"? Thank you.
11 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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Report of clients on a given step in a workflow, then mail merge from report
I would like to be able to see all the clients on a given step in my workflow process. Then to be able to mail merge and send those clients a letter would be very helpful.
4 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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RMD
With the recent update for filtering the RMD for contacts 72 and older. It would be nice to add to include individuals who were already 70.5 before the SECURE Act was passed and who will have to continue taking an RMD; until it is no longer relevant.
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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Make linked notes visible from the activity report
As a user I would like to see all the details of my activity within the report, please include linked notes.
15 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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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
11 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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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.
2 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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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!!
13 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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