CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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  1. CSV Exports Incorrectly Display Special Characters

    Some of our client have special characters in their name (such as ñ, á, é, í, ó, ú)
    When exported to excel, these are displayed improperly.
    Examples:
    ñ becomes √±
    é becomes é

    Is it possible for the .csv files to output as a .csv UTF-8 instead?

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  2. on the personal profile could you put the font at 11 vs. 8 font. 8 font is very small

    We use the personal profile for client folders to keep as a papercopy, but the font is 8. Can you increase the font to 11 instead of us having to increase the font ourselves. 8 is too small of font to read as you get older! :)

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  3. Reports > Contacts By Review Frequency > Filters > Add All, Quarterly, and Servicing Advisor

    Reports > Contacts By Review Frequency > Add All & Quarterly.
    We enter the Contact frequency, then the Admins go to run the report... and they have to wade through separate drop-down filters for Monthly, Weekly, and Annual... and there is no filter by Servicing Advisor! No wonder the admins hate it! On the results page, please default to show "All", add an option for "Quarterly," and include a filter for "Servicing Advisor" also.

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  4. Suffix listed on Profile Form

    I would like to be able to see Jr, Sr, or III for clients with children that have the same name. This would help with confusion when both the parent and the child are clients.

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  5. In changing the "Reminder Date" under "Reports"/"Birthday Reports", format, this column does not fill when exported.

    The new format is 2021-03-11. The previous format was 03/11/1953. I do not know why this was changed. With the new format not exporting to the Reminder Column, it creates more work for me to reformat the date for my report to the advisors.
    I strongly suggest that this be changed back to the previous format.

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  6. Exclude "All Day" Activities from reports

    Would be a nice feature to exclude all day, or JUST show all day activities from reports.

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  7. Reports with Filter Templates

    The ability to create filter templates when running reports would be awesome. I run several daily reports and a filter template would be great to make the repetitive process less.. repetitive :)

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  8. Contacts by State uses the Business Address State.

    Contacts by State uses the Business Address State. Please give us a way to change the report to use the Home Address State.

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add writing advisor to No Contact report filter

    We use servicing advisor to show who is the rep on the account but we use writing advisor to show who is responsible for the account. It would be useful for us to be able to run no contact report by writing advisor.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  10. Imagine a Gantt chart that can show a manager in one glance what workflow tasks are incomplete.

    Currently, as the owner of my firm, if I want to see where we are falling behind on workflow tasks I have to go into every single workflow. a Single one-page Gantt chart with colors to code where things are incomplete could tell me the whole story in one glance. This would be a HUGE time saver. One of your competitors has this and I saw this at an FPA conference. was hoping it was RedTail and I see that it was not. You have so much good here, this would be the icing on the cake.

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  11. It would be helpful to be able to run a report for both held away accounts and AUM accounts

    Defining the accounts that are listed as AUM under the Account types on the landing page of CRM would be very helpful for support that accounts are identified in CRM correctly.

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  12. workflow report bulk actions

    Please allow bulk selection/changing/actions on the Workflow Report and Workflow Task report. For example, being able to select multiple and completing them all at once

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  13. Beneficiary report

    Would you please consider adding beneficiary data to your report-writer function? This would include primary and contingent beneficiary information. With covid, we are trying to watch out for our clients without beneficiary data or for married clients without contingent beneficiary data. Thank you for your time.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  14. Custom reports showing specific meeting notes filtered by category.

    So I would like to see one report quarterly for clients including:
    Pedigree info 0 Spouse, kids, hobbies
    Opportunities
    Notes from our last meeting (not necessarily ALL notes
    Planning Ideas ( i created a Planning idea category for notes)

    2 votes
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  15. allow us to run reports based on how old an account is

    important to be able to locate accounts based on age due to multpile opportunities that exist

    2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  16. Option to sort "Notes by Contact" reports by client name

    I'd love to be able to sort the "Notes by Contact" report by client names. That way when viewing you can see the notes/actives chronologically by client vs. just by date. It would be helpful to see all the notes pertaining to each client grouped together.

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow Reports for Account Flags

    We took the time to utilize the discretionary flag under accounts and now find out there is no ability to run a report that will provide that information. Please create a report or add a custom report where that flag can be selected.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  18. Confidential Personal Profile

    Would love to have other fields on this for progress reviews such as:
    Personal Interests
    UDFs
    Professional Contacts
    Employments

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Search filter fields in reporting, etc.

    This really applies to anywhere you filter your options, but being able to search the dropdown filters would be WONDERFUL. I am especially thinking of the Account Company, Account Products, and Account Type fields. They are so long, and most of the time I am trying to filter by a mix of criteria and I find that I scroll past what I need.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  20. Navigation on Reports

    For reports generated that are multiple pages, a navigation bar is produced at the bottom of each "page" of data. Can this navigation bar be both at the top and the bottom of these reports to eliminate the need to scroll top the bottom before advancing to the next page. If the list is alphabetical, you can quickly move through the pages to the page you need to view.

    7 votes
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