Redtail 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.
228 results found
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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.
38 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Contact by duplicate name report should consider middle name & suffix
This report needs to take middle name and suffx into account. "John A. Smith" and "John W. Smith Jr" really shouldn't be considered duplicate records.
34 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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make comments and linked documents part of the notes search
Notes are searchable, but comments and document names are not. It would be helpful to hit all when searching notes.
34 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!
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Workflow Reports to include more detail such as complete workflows and outcome info.
The Workflow Report shows the current step. The workflow task report shows the current step and task but not the user/team/role assigned. You also can't see any completed info on the workflow task report. If you are managing an office and trying to review where multiple employees are on all of their workflows including what outcomes they've selected for certain steps, you have to go to each individual workflow and run the timeline report in order to see the outcome itself. There isn't another report that shows this. I just watched a webinar on 6/6/18 about workflows. The host expressed…
33 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!
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Create a "Business Personal Profile Form" for Business Records
Printing a personal profile report is great however I also need the capability of printing a profile report that is catered toward my 'business' contacts. Making sure the profile report has been created with 'business' information rather than a family's information.
33 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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Print all Dependents on the Personal Profile form
On Leapfrog all dependents (up to 5) printed on the Personal Profile form. Now it seems only children print. Please update Tailwag to print all dependents like before.
NOTE: Our advisors find this form VERY VALUABLE!
32 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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Duplicate account number report - please
You recently added a "Contacts by Duplicate Name" report and this is a great help - well played!
Another tremendous help would be an "Accounts by Duplicate Number" report based on all of the issues that firms must handle with the automated account feeds.
32 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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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.
31 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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Bulk Printing of Confidential Personal Profile
It would be great if we could Bulk Printing of Confidential Personal Profile. Going into each family is very time consuming.
31 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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Make an option to output the Beneficiary Report landscape
Please have an option somewhere to switch the beneficiary report to landscape -- we use the report in our client reviews and all other pages are landscape. Thank you!
30 votes -
udf report filter improvement
When I run a report for UDFs sometimes I want to see all values for a certain UDF, not just a specific value. I should be able to leave the bottom to boxes blank if I want.
30 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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Report to show client name, future and last appointments
A report that will give client last name, first name, date of last appointment and date of future appointment. Currently you can only pull activities, which may not be appointments, or set a date range, which may mean you miss some appointments.
28 votes -
Reports > Contacts > No Contact > Add Writing Advisor Filed
We have 14 Financial Advisors... so this report is useless without knowing which client is serviced by whom. It would work much better if we could filter by writing Advisor.
27 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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Please add client picture to the Personal Profile Form
It would be quite helpful if I could print a report that had basic information for a client and family, along with pictures of each. As my client book grows, it's important that I stay close and personal to clients. If I had a report with names of a family, pictures, and maybe even personal likes and interests, that would give me GREAT information for the start of a meeting, which we like to keep on the personal side rather than on the business side of talking points.
26 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 reporting
Let us be able to customize the way things show up on reports and / or create new reports from scratch.
On confidential personal profile, would like to be able to use alternate titles other than "client" and "spouse"26 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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When printing a Confidential Personal Profile, print ALL addresses whether home, mailing, additional 2nd home addresses, etc
When printing a Confidential Personal Profile, print ALL addresses but foremost both home and mailing addresses. Also on contacts that have a 2nd home, etc.
26 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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sorting in reports should display that way in PDFs
Please allow sorting with the "importance" field for the final pdf version. Currently you can sort for the screen, but the pdf will not keep the order or show that field.
25 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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Print Full Activity Details, Including Linked Notes
Currently when printing an activity, only the portion of the description box that is showing on the web screen at that time appears. Additionally, the Linked notes are not printed out with it. If they are printed out with it, they are cut off and listed as (more...). We need to see all of the details surrounding that activity in an easily printable format.
24 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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Creation of Report to report on Best Interest (CRS) Dates
It would be extremely helpful if you could create a report in the Reports section where you could see all accounts with information completed in the Best Interest section on the accounts. Currently, you can run a Client Summary report under Fiduciary Reports but it automatically filters, showing only tax-qualified accounts with no way to include all accounts. Can you also create fields for the Best Interest (CRS) on the Custom Export Template?
24 votes -
report completed tasks
It would be great if we could run a report on completed tasks so we can see which users completed what tasks, not just the last user that completed a workflow that may include multiple people
Right now you can just run a report on open tasks, which doesn't credit users on how much they have accomplished over a course of time24 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!
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