Redtail CRM
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228 results found
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Add contactID(s) to the "Activities By Contact" report export.
The current export has a column named "Contacts" which provides the last and first names of every linked contact for a given activity. Can you add another column to this export with contact IDs? This would eliminate any confusion as to who was linked to the activity as it is possible multiple contacts could have the same first and last names.
3 votes -
activities report to show contact name
Please add a linked contact column to the Activities by contact report. That is the only report where I can get a holistic view of all activities whether they are assigned by me, assigned to me or assigned by others to others, but I can't tell who the linked contact is when I use this report.
Or alternatively, create another activity report that has the same columns as the Activities assigned by reports that can show ALL activites.1 vote -
birthday reminder
Can you please add back the feature under the birthday reminder report to pull a certain month of birthdays of a certain type of client? Right now all you can pull is options like "7 days in the past" or "30 days in the future". We want to be able to go in and pull all current clients in a certain month so we can prepare the birthday cards ahead of time.
2 votes -
Activities reports overflow
When I run any of the activities reports, some of the columns that show information overflow off the page and there is no horizontal scroll bar to reach the information. Can only reduce browser size with Ctrl & - to zoom out in order to see the info or use the arrow key which you wouldn't know to do so if you didn't already know there was more information to the right of the page.
1 vote -
Option to see NOT held away in reports
I love using Reports "accounts by contact" and "accounts by agent name," and there is a button that we can click to view ONLY held-away accounts, but I wish there were a button to show the opposite--our NOT held-away accounts. Or just make it a feature that you can show only held-away, only not held-away and both.
3 votes -
UDF Report: More Filters
It would be helpful to be able to filter the UDF report on contact status. I may need UDF info clients, and not prospects, for instance.
4 votes -
Membership Report - export in Excel format
It would be helpful if you could export the Membership Report in either .csv or .xlsx format instead of just .pdf. That way you could easily filter and combine the information with other reports.
16 votes -
Activities by Contact Report - Add Contact ID
When exporting the Activities by Contact report to excel, it shows the Activity ID. Please add the Contact/client ID as well. The Notes by Contact report shows both the Note ID and the Contact/Client ID. Then I would be able to do a look-up table using the Contact ID to add other information to the activities report (such as Contact Category, Status, Type, etc).
3 votes -
Adding hot links to saved filters that can be clicked+copied for auto loading
Please contact me at ron@savaglia.com for more infor or please see
Mary Worthington (Redtail Technology) who has been assisting me in the issues surrounding the new Reporting that broke our URLs with Webparms.Other Tickets Submitted as problems found regarding this change are #s:
1. 1544233 - Phone Call - Reports (Kaya Steadman)
2. 1544209 - 404 errors on all Workflow Reports
3. 1543764 - Open Status on Workflow Task Report Filtering NOT WORKING
4. 1543760 - Saved Filters on Workflows is NOT WORKING
5. 1543724 - All Workflow Reports Are Not Working / Filtering as BeforePer Mary on…
3 votes -
birthday reminder
Can you please add back the option to pull client birthdays in a certain month under the birthday reminder report? It was recently changed to just showing "30 days out" or "7 days past", but we just want to be able to pull the a month's worth of birthdays so we can prepare birthday cards to mail out. (ex: month of July)
1 vote -
filter note reports alphabetically
I have been asking for the note reports to go back to an alphabetical order since November2020. AS it is now they are done by date. And when you do it that way you get a specific clients notes scattered all through the report instead of all together.
10 votes -
Export by Household
We can already add Household name to the report export. Please add the ability to display clients by Household name to reduce duplicates when generating a mailing list which includes a single Household with multiple clients as recipients. (For example, we use keywords to indicate which clients should receive our year-end holiday cards, but right now the reports can't consolidate that list if we have added that keyword to both spouses but only need one card mailed.)
15 votes -
Contact by aum report
There is currently an option to run an amazing report for Contacts by AUM however it will only allow you to pull up to the TOP 100. It would be great if we had an option to pull ALL contacts by AUM in the same manner.
3 votes -
Customizing Reports
If we can select which fields show up on the reports that would be huge. For instance, When I run a "notes by contact" report, I want to select what fields show up the report.
3 votes -
Add Addresses to the Birthday Reminder Report
The Birthday Reminder report doesn't allow for you to customize the columns, and when doing advanced searched for birthdays you also aren't able to add address as a column option. Having an address column would be very helpful for mailing out birthday cards. Thanks
6 votes -
Add option to download client content into Word doc
When downloading/exporting information, add option to download into a Word doc instead of just the current options of spreadsheet or PDF. We tried to run a compilation of client notes/activities for a year-end recap, but editing either a spreadsheet or PDF was too cumbersome. If we had been able to download into Word, it would've made the process so much easier.
1 vote -
Customizing reports
I would like the ability to customize the columns in a report. Specifically, the UDF reports by contact should have servicing advisor, status and category, or allow the ability to add additional columns. Sending to search does not include the information from the report and as UDF's are not part of advance search it turns a great report into a multi step export to obtain the information that is not nearly as clean.
19 votes -
Organizing Custom Reports
The ability to create custom reports is great, but when everyone in a company/firm/organization can see a list of every custom report that everyone has created, it can get chaotic and unwieldy. My immediate thought on how to solve this is giving Redtail the functionality to create folders for custom reports. For example, you could have a smaller list of general use custom reports that a firm needs, then individuals could create their own folders to organize their own custom reports.
4 votes -
Start and Complete Date for Activities Reports
Please add the Start Date and Complete Date to the Activities reports. I want to be able to easily track how long it is taking for my team to complete certain tasks. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.
9 votes -
Report - "Activities Assigned to You by You" or "Activities Assigned by You to You"
I understand that I may get a report of activities assigned by me to me if I choose contact in filter. However, I have many contacts and I can't remember everyone who has an activity for me that was assigned by me. For this reason, I request for a report that includes activities assigned by me to me.
To illustrate my circumstance, when I compared the reports available right now (Activities Assigned by you to others; Activities Assigned to you by others) vs. the list that shows under Today's Activities for Everyone, I have found that 50% of what was…
14 votes
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