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.

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  1. 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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  2. 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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  3. 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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  4. 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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  5. 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.

    4 votes
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  6. 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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  7. 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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  8. 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.

    5 votes
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  9. 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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  10. 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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  11. 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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  12. 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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  13. Confidential Personal Profile

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

    6 votes
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  14. 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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  15. 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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  16. For the Activities Reports, it would be nice if you added one more column - Contact status. That would be so helpful. Thank you.help

    For the Activities report, it would be so nice if you added one more column for contact status. This would be so helpful. Thank you.

    1 vote
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  17. label

    The Microsoft software used is out of date. The reports show up in Microsoft 2003 format, which has caused some issues with generating the mailing labels to print out on the sticker templates. I think the software for the reports needs to be updated.

    8 votes
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  18. Contacts not Permissioned, Filter by Type of Contact

    When running the Contact NOT permissioned report, we should have the ability to identify each contact by the type of contact they are (individual, business, trust etc..). I know in our firm, we usually do not permission companies unless the company themselves are our clients. Because of that, our report for this feature has 100's of business names mixed with individuals and we would love to filter between the two

    3 votes
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  19. Tracking Training Webinars

    It would be great to to be able to track what users watch webinars. We want our staff to better utilize the training that RedTail offers and create mandatory webinars to watch by certain dates. However, right now its more of an honor code if they complete the training since there is no way to track it

    6 votes
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  20. add filters to contact by state report; active verses inactive etc.

    add various filters to the contact by state report; had to manually edit it. would be nice to have options to filter.

    4 votes
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