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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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228 results found

  1. activity created by report

    Would like to see a report that tells us how many appointments were set and which user set them. This could be accomplished by simply using an Activity report that is already out there (Activities by Contact) and adding the activity's Created by and Created Date fields.

    15 votes
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  2. UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf

    We want to utilize the UDF fields for our client meetings and be able to print out certain fields, such as RMD, Systematic Withdrawals, Contributions, Etc...As of now, we can only choose ONE UDF or ALL the UDF fields to export into a pdf. We would love to be able to have the option of which UDF field we want to export as a pdf. And no, a custom export will not work for what we are trying to accomplish, we need a pdf format for what we are trying to accomplish.

    28 votes
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  3. Narrowing Down UDF Reports

    It would be a really nice feature to be able to utilize more than one user define field to narrow down a report. For example, searching by a UDF that is a yes or no value, then narrowing THAT search down by another filter.

    15 votes
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  4. Add filters to UDF Reports

    Add a column for advisor or the ability to add columns to the reports or a filter to allow advisor selection. I understand we can send to search, then do a custom export but those are extra steps that shouldn't be necessary..

    9 votes
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  5. Note Report

    We would like the ability to format/customize the Note Report in Redtail. When generating this report the information displayed isn't organized in a way we'd prefer. We would like the information to display vertically as opposed to horizontally (ideally be able to flip between both views). Listing Contact Name, Note Added, Account Number, Note, etc) on the left side in a vertical manner as opposed to a header horizontally.

    12 votes
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  6. Reports > Fiduciary > No Contact > Add Advisor fields

    We are using the Fiduciary > No Contact report to keep on top of our client contacts in 2019. It is great to have this function available.

    One problem is that we have four Financial Advisors... so this report is kind of overwhelming without knowing which client is serviced by whom. It would work much better if we could sort or filter by Advisor, whether Servicing or Writing. Or if you are going in the direction of using Roles, then the Advisor, Associate Advisor, and CSA roles. I don't really care which approach you use, just pick one!

    9 votes
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  7. Annual Review Report

    Can we get a comprehensive report to use for annual reviews? Outside of gathering information, a CRM should provide users of all experience levels a snapshot of the data that tells a quick story to address client questions and issues, train new staff, complete client reviews and quickly bring any successor advisor up to speed with the overall plan and purpose of service. You have most of the necessary content to accomplish this. If you could just neatly combine it all on the Confidential Personal Profile Report, you would have a very powerful tool.

    Here are a few suggestions of…

    18 votes
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  8. Account by contact and owner

    I would like to export an account list with all the contacts associated with that the account, specifically a row per contact/owner. When I need to issue statements this export provides that data on who get what statement. An example being an organization or trust that statements get issued to multiple people

    1 vote
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  9. Add description to custom export templates

    It would be helpful to have a Description field for the Custom Export Templates so we can remember what each one is for.

    6 votes
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  10. Print Work Flow Template

    It would be helpful if we could print out Template Workflows. It would be a great resource to be able to print it out and have to be able to edit for approval or to be able to put in a book as a SOP style handout.

    62 votes
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  11. custom report to PDF to show Client Account details and balance and withdrawals and RMD

    Rather than a spreadsheet I'd like a custom REPORT to PDF to showing Client Account details and balance and withdrawals and RMD and date for review with client

    11 votes
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  12. Pinned Post Report

    Create a report where it'll show all pinned notes in the database.

    10 votes
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  13. Add data in Important Info section to Confidential Personal Profile page

    We use the Confidential Personal Profile page during all appts, but it is specifically helpful for out of town appts, where we verify the info with the client. We place data in the Important Info section that doesn't have a "place" specified on the Contact screen, but is data we use during appts or need to verify during appts.

    6 votes
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  14. professional contacts report

    I can now run a report based on professional contacts. However, when I send the results of that report to search (say, to send a broadcast email to all the CPAs of clients,) it sends the clients, not the professional contacts.
    Is there a way to pull a list of professional contacts, then send THAT to search?

    21 votes
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  15. Family Report

    When running a Family report you can only do it on one client. Please consider a way to run a family report on all clients at the same time so you do not have to go to each client one by one to run the report. We would like to have one report that lists all family members for each client. When running a membership report some children do not have the same last name as their parents so they are not listed with the parent they are some where else on the report according to their name. It would…

    13 votes
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  16. Filter Activity Reports by contact status

    Ability to filter Activity Reports by contact status.

    40 votes
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  17. 8 votes
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  18. activity permissions report

    Can we add to the Report options: Activities NOT permissioned? This would be helpful.

    9 votes
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  19. Contact Options - Reports

    Hello. Please make a change to allow the Reports under Contact Options to be customized. It would be fantastic if we could custom select which fields we want to include in these reports. Thanks for your consideration.

    18 votes
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  20. Seminar Attendee Export as CSV

    Add the ability to export list of seminar attendees as a CSV with information including their Redtail ID.
    Ideally you would be able to select multiple seminars from the page and export all the attendees at each seminar in one sheet.

    22 votes
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