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.
-
custom export - please add account owner field
Please add insurance policy account owner field for custom export, Include life, disability, and long term care policies.
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!
-
Exporting mailing list to MYCMO that includes both husband and wife
It would be great to export a mail merge of husband & wife mailing labels/excel spreadsheet to MYCMO - When creating an event in MyCMO you have an option to physically mail out the invites for the event on from the site however when you select the group to mail the invitations to it defaults to individual people instead of husband and wife so instead of mailing to Mr. & Mrs. Smith for example it will default to mail to Mr. Smith - If there is a way to do this I already I would love to know how to…
3 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!
-
Allow user access to all data (for example a Task report) for pulling reports as well as customized report design
Would like the ability to create custom reports using any data that is relevant from my crm. Any data is input should be able to be easily accessed for reporting purposes
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!
-
Ability to create a custom export from an Activity report
we need to be able to select what information from an activity we want to see. Please make ALL OPTIONS in the database available so we don't have to keep asking every few months because the developers can't anticipate what we need.
1 voteRedtail’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!
-
Custom Filtering for Exports
Add filtering capabilities for custom exports
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!
-
Mail Merge
Need an Appointment mail merge field so I can populate form letters with each client's upcoming appointment.
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!
-
spouse names combined on one data field as a custom export
I would like to run a report that allows both husband and wife to be on ONE line, not on separate lines.
8 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!
-
11 votes
Redtail’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!
-
Add Account Strategic Allocation Model to Custom Export Template for compliance purposes
FOR COMPLIANCE PURPOSES / ACCOUNT LEVEL REVIEW...
Add the Account Strategic Allocation Model fields to custom exports rather than just the current "Contact Level" option. From a compliance perspective, I need to be able to generate a custom export template with accounts across many different contacts and to be able to identify the Strategic Allocation Model at the account level rather than at contact level. Each contact may have an overall strategic allocation model (e.g. long term time horizon, high risk) but at the account level s(he) may have different time horizon, investment objectives, and risk preference across multiple accounts.…
6 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!
-
Contact UDF
At our office we use a UDF that multiple users in our office edit on the our clients pages, and right now, we have no way of knowing who updated a contact's UDF last. In the UDF box, in addition to "name," "value," and "type," I would like to have a "Last edited" column that has the name of the user who last updated the UDF value, and the date and time of the that update. Preferably, that info would then also be part of the filter on the UDF reports page, and also one of the available check boxes…
1 voteRedtail’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!
-
Custom Export from Family Screen
When you are on the screen with all the family members you should be able to do a custom export or mail merge email or word doc with all the family members
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!
-
include tax bracket
Custom Export include tax bracket from know your client section
1 voteRedtail’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!
-
Remove Country Code From Custom Export
Could you remove the country code from the phone number custom export or put the country code in its own column instead of within the rest of the phone number? Right now, I have to run a "find and replace" process within the spreadsheet in order to make the phone numbers I've exported be in a usable format.
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!
-
Custom export template family relationship
Adding a field indicating head of household, spouse, child, family relationship, etc. in an overall custom export template would be immensely helpful in a myriad of ways.
7 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!
-
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'
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!
-
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 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!
-
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 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!
-
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 voteRedtail’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!
-
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 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!
-
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.
5 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!
- Don't see your idea?