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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  1. Note filters and keyword reports

    Be able to generate reports based on both a note filter and a keyword attached to a client. Ex. Report with all notes categorized as 'RMD' but only for clients with the keyword 'July client'

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Custom Export Last Note includes Created By Content

    Last Note selection currently includes created by, however this field should also include the note created by user.

    3 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Custom Export Fields "Record Added" Date and "Record Added By" person fields

    Custom Export Fields "Record Added" Date and "Record Added By" person fields. This would be helpful in easily understanding if one person is responsible for bad data!

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Automatic emails

    There should be a way to automatically send an email to a client during a workflow so that when you complete a step, the pre-made email automatically populates and sends to the client. For example, if you complete the step of setting up a meeting, an email will populate with the date and time of the email and it will send to the client.

    12 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Provide years married field on custom export template like it appears on anniversary report

    Would be great to be able to select years married when creating a custom export like it shows on the anniversary report. Currently I have to wait to calculate years married after I export to Excel.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  6. custom exports

    We like to run a report of expiring licenses, we put that information into know your client. Custom exports will let you export driver's license expiration but won't give you the fields for other id.

    Would be a lot easier if most if not all data could be put in a custom export.

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  7. For custom exports, please allow more filters for "Last Note."

    For custom exports, please allow more selections for "Last Note." I am unable to filter mail merge or completed activities from "Last Note"

    I am trying to run a report to determine the most recent meaningful touch for clients, but mail merges and completed activities for internal tasks keep population the last note field. Please allow me to filter these out.

    2 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Custom Exports

    So at the moment, I am trying to make a nice clean, professional looking one-pager of relevant info populated by Redtail for the advisor to take into a client meeting. The idea is to create an excel sheet where I drop the results of a custom export of who you are meeting with and the info feeds onto another page where it is printer friendly and looks presentable (meaning your report of the contacts details is ugly and hard to read). I have noticed some fields I would like to see. They would be spouse full name, custom description of…

    10 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Spouse Information fields in Custom Exports to include Head of Household info for Spouses

    At the moment, using any of the Custom Export options under Spouse Basic Information or Spouse Details only fills when the export is run on the Head of Household in the family. The same export when run on the Spouse for that family will have blanks for the spouse information. My guess is this is because the Head of Household is not considered to be the Spouse of their Spouse when pulling the information, which makes sense with how the families are organized.

    Would it be possible to eventually have those Spouse fields fill-in with the Head of Household's information…

    2 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Link child/grandchild with Head of Household

    Link child/grandchild dependent on the family tree to the head of household - allowing for the creation of a report that lists all clients with (as an example) children who are 14-16 years of age (pre-college). This will require some way to link the logic of a child/grandchild to the Head of Household. Example: allow a firm to create a report of all parents with pre-college kids to hold a targeted presentation.

    7 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  11. input spouse age category on custom export templates

    Custom export templates should have a category/field that reflects spouse age when reports are generated

    9 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  12. custom export udf

    Now custom export has the ability to export the UDF's, however if you have the same UDF in the same contact profile (or account profile) it will only export one of those. We, due to lack of a commissions/fee tracking module, use the same UDF's multiple times. Would be helpful to have all instances of the UDF exported in the custom export for reporting.

    15 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Be able to run custom exports on product type searches that allow Custom Exports that show only the Filtered dat

    When searching for a account type filtered by status and exporting it through a Custom Export other account types and accounts of different statuses show up.

    7 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Unique Family ID Export

    There are unique ID's for individuals when exporting. It would be great to export the Unique Family ID as well. That would be very useful when trying to manipulate information in Excel!

    3 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Make it available to choose whether I want to export open or closed accounts when creating a custom export

    Make it available to choose whether I want to export open or closed accounts when creating a custom export

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Custom Export - "Coverage Amount"

    Please add "Coverage Amount" as an option to be included in an custom export- it is key for our insurance reporting.
    Also, would love a PDF version of report instead of excel option.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Custom Export Options

    We need to the ability to export all fields that we spend time entering data into. There are several areas of the CRM that contain important that are not available in the custom export. AND we DO NOT want to have to run several reports to capture the information.. give us the ability to export OUR OWN CLIENT DATA and quite advising us to go all around the software to get it. Please implement as I see there are SEVERAL requests for this being ignored.

    16 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Make custom reports/exports easier to access

    Right now you really have to hunt down the ability to run/export a custom report. Not very user friendly... especially for less tech savvy advisors.

    44 votes
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    2 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Streamline clicks on commonly used tasks

    To look at a clients tasks used to take no clicks. Now I have to click on activities and then set a custom range to see all. Then, as soon as I sign off, I have to re-set the custom range all over each day.

    It would be really helpful if you had someone with industry experience who could guide you so that the most common tasks take the least amount of clicks.

    5 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Reports exported to PDF column margin adjustment

    When exporting a report to PDF the column for the dates need to be wider. Currently, the date doesn't fit on one line, so if it says 05/08/2018, the 8 is on the next line and there's no way to adjust this. It doesn't look good when presenting to clients. Please fix! Thank you!

    3 votes
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