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. 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…

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  2. Filter Activity Reports by Keyword

    add the ability to filter to keyword on the Activities by contact report. (Use case: they use keywords for regions and want to be able to see actviity by region on the notes by contact and activities by contact reports). For advisors this would equate to seeing reviews for all fee-base vs. hourly clients

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    29 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  4. Workflow Task report should include option to show "last task completed" along with "next task due"

    Workflow task report does not include enough information - please include the ability to have more output, including an option for what the last task completed was. This would help identify where hold ups may be in the templates that we have running.

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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…

    12 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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?

    15 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to run a report with Client Review date AND list of Activities

    Would like to see all tasks/activities for a client, including the review date (next one at least)

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  8. Blotter Report Function

    We need a quick, easy way of being able to run a report on a reglar basis with start and end dates specified at the time of running report. Need an easy way of tagging uploaded documents specifically as Blotter Details in order to be able to run a report function to gather all required Blotter content - copies of the actual documents tagged to be printed for paper filing retention requirements as well as specific data to input so the report can be exported to an Excel document with necessary details shown in a matter of clicks.

    Various Blotter…

    9 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  9. Create a true Campaign ROI tool

    Create a tool or report for calculating true campaign ROI by activity type as well as number of touch points taken by advisor or client before business is written;

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  10. account udf bulk add

    I track RMDs for clients on an account level and a contact level and I have to manually add each account level UDF every January. This should be accomplished by a bulk add. And of course to do that it means that we will need an advanced search for the account level as well as contact level (So I can search for open IRAs and get open IRAs instead of closed IRAs and open something else) which is how the current advanced search works.

    21 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create summary report for emails and client activities

    At my old firm we used a CRM that could easily run "reports" that spit out a PDF that had all of a client's activities, tasks, meetings, notes, emails, etc within the last year. It was VERY easy to simply skim through this report by category to prepare for meeting. For Redtail's emails, we have to go through each email (click in, read the content, click out, go to the next email) rather than having a report that generates all of the clients email correspondence in one PDF to scroll through. I think summary reports like this would be great.

    41 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  12. Practice Metrics

    Practice Metrics are an important part of running a business and most people do a poor job of tracking them. Part of this may come down to their custodians and what information they provide but there is also a large portion that could be tracked by Redtail. I think Redtail could be a great place to track things like new clients or changes in AUM. However, while there may be some random reports that may slightly help in this regard I don't find there is too much emphasize on this information by Redtail. I want to see users be able…

    64 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  13. AUM - Report AUM growth periodically

    It would be great if we could run a report that tracked AUM growth (monthly/quarterly/annually)

    26 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sort by Contact - Activity Report

    When running the Activities by Contact report, it would be very beneficial for us to be able to alphabetize the report by contact's last name. Being able to sort by ALL columns would also be helpful, although the contact's name would be most beneficial for us.

    51 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  15. Workflow Reports on Time and Average Time a Task Takes to Complete

    It would be great to be able to report on how long it takes to compete a task on average when it comes to process improvement or seeing where bottle necks are occurring in a process especially with larger offices where there are sometimes ten or more different staff members touching a workflow.

    12 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  16. Offer year-end reporting

    Offer the ability to run year over year reports based on metrics we see daily on the dashboard (number of clients, accounts, average portfolio value, etc). I see no historical reference to what these numbers were at the start of 2014 and it would be nice to compare them year on year.

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
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