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.
228 results found
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Would like to see beneficiary, or inherited IRAs, included in the RMD report, to make sure these clients' RMDs are not overlooked..
Add an "OR" statement to include inherited IRAs in RMD report regardless of age?
42 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 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 time24 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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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!
14 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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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
54 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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"26 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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.
8 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
34 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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Personal Profile Form
We like the layout of the new Personal Profile Form/Confidential Personal Profile, however, the custom titles for Contact Information are not properly capitalizing.
We utilize the custom fields as intended and have proper capitalization for client names, yet when we pull up the Personal Profile Form those titles are not formatted as we have them entered. We print these forms and have our clients review them to check for accuracy and not having their names properly capitalized looks unprofessional and poor on our part.
Can the custom titles on the Profile Forms please match suit to what is entered in…7 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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View to see all activity on a Contact Record for certain time period
Would be nice to see all activity (whether an activity, note, phone call, email, etc) by Contact for a selected time period. This would be particularly beneficial when returning from time away from the office to see a consolidated view of everything. Could just be a screen view, or report.
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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Custom Export from Reports
I would like to be able to custom export from the accounts by contact report and other reports so I can get the information I want for the items in the report from the applied filters.
for example, in the current report, I cannot filter by or export the issue date
and if I use the search, then ALL accounts export and I do not want that- I only want accounts of a certain Type and status in the results.
38 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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UDF
The 7/1/19 update changing the .pdf report printing to landscape vs portrait does not work for us at all! Plus on the UDF report we lost all the spacing and line breaks we carefully entered trying to make the report more readable. PLEASE give us the option on the orientation of reports and replace the spacing.
7 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Timer
Create a "History Time Spent" report, showing the time spent on tasks billed by the hour (i.e. financial planning).
7 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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notes report filter
Please add the ability to also filter the type of activity. We can filter the category (review, acct notes, general, etc) but not specific activities. I would like to have a report where I can see the notes that may relate to the review category but only want notes for the appointment activity and not see notes for phone calls and others. I can run an activity report but the only notes that show there are anything entered in the description box, not any notes that have been attached.
9 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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View all contacts in a generated report instead of only 50 at a time with multiple pages
When you create a client report you can only view 50 contacts at a time with multiple page tabs. Instead it would be easier to view all contacts that fall into that report made.
11 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Reports > Contacts > No Contact > Add Writing Advisor Filed
We have 14 Financial Advisors... so this report is useless without knowing which client is serviced by whom. It would work much better if we could filter by writing Advisor.
27 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Reports > Contacts > No Contact > Days In Past > Add YTD & QTD
We use Reports > Contacts > No Contact to track clients that we haven't had contact with that Year to Date or Quarter to Date. However, the date options on the Filter only include "Days in Past" (15, 30, 90, etc). This is frustrating because my team wants to know how well we are doing on our Quarterly contacts now that we are mid way through the quarter... but there is no way to get that Quarter To Date report or Year to Date report from the options! So please add either YTD & QTD or provide a Custom date…
9 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Ability to filter Notes report for additional clients after creating first report
We can create Notes report and filter it; but to repeat the process for additional clients, we have to go back to square one (Notes/Reports/Filter).
Allow us the ability to save the first pdf report and then go back to "Filter" and change those parameters without the software freezing up.18 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Clients by zip codes charts
I would like to see and be able to have a list and pie chart for active clients according to zip codes. Easier and better to see what zip codes areas get our majority of clients. Better to target areas.
11 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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build a usable insurance report or at least let us customize a report. insurance account fields need help
separate insurance accounts tab that includes all fields pertinent to insurance. need a "final term conversion date" for sure. need a life insurance report that includes all fields like beneficiaries, term conversion deadline, premiums, face amount, etc.
42 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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Personal Profile Form - Accounts Ownership
On the personal profile form I like how you list the accounts of the household but don't like you can't tell whose account is whose.
20 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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