CRM
Welcome to our official Redtail CRM feedback forum!
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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.…
3 votes -
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 vote -
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
1 vote -
include tax bracket
Custom Export include tax bracket from know your client section
1 vote -
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.
6 votes -
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.
1 vote -
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 -
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 -
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 -
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 -
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 -
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 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 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…
13 votes -
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 -
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 -
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 -
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 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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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 -
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 -
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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