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70 results found

  1. 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.

    42 votes
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  2. Custom Export Options

    We need to the ability to export all fields that we spend time entering data into. There are several areas of the CRM that contain important that are not available in the custom export. AND we DO NOT want to have to run several reports to capture the information.. give us the ability to export OUR OWN CLIENT DATA and quite advising us to go all around the software to get it. Please implement as I see there are SEVERAL requests for this being ignored.

    42 votes
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  3. Make custom reports/exports easier to access

    Right now you really have to hunt down the ability to run/export a custom report. Not very user friendly... especially for less tech savvy advisors.

    59 votes
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  4. Streamline clicks on commonly used tasks

    To look at a clients tasks used to take no clicks. Now I have to click on activities and then set a custom range to see all. Then, as soon as I sign off, I have to re-set the custom range all over each day.

    It would be really helpful if you had someone with industry experience who could guide you so that the most common tasks take the least amount of clicks.

    11 votes
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  5. Export Option for Preferred Contact Info

    The software currently does not offer an option to export the preferred contact information. I have to run my custom export (excel), including contact info, and then run a separate report (only available in PDF format) for the preferred contact info. Finally, I have to manually review/edit the custom export by comparing it to the PDF report. It would be so helpful if the custom export included a field for the preferred contact method.

    15 votes
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  6. Add ability to customize more lists on account level

    I find that often different accounts have different objectives and I want to be able to say so in a manner that lines up with what we must select for LPL but cannot edit this particular list (only the one on the overall contact view). Please allow more customization for this and literally every other part of Redtail.

    9 votes
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  7. UDF Filter

    I want to search for a UDF I made and then filter out all but one advisor at a time's clients but am not able to. I use UDFs for RMD tracking so it really slows advisors down when I give them the incomplete list and they have to find just their clients (as opposed to the list only being of their client). And no, I don't want to run a custom export just for this.

    9 votes
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  8. custom contact type

    We want to track internal projects by creating a contact for each dept and assigning tasks to it and recording notes for our progress on each task. For example, we have created a Contact Category called "Internal Projects", a contact called "Marketing", then we assigned a task called "Business Card Redesign". So when we meet about this item, we record our notes in a meeting assigned to the attendees and the Marketing contact. Then when anyone wants to see what the Marketing dept has been working on, they can lookup the Marketing contact and see everything in one place. The…

    7 votes
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  9. custom lables on contact info

    when keying in a new record please allow us to edit the custom label of the phone, email, and address. It does not make sense that you have that feature available but won't allow us to use it as we key a record in. We have to then go to the new record and edit each field. This is very time consuming when entering a large quantity of records.

    6 votes
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  10. Holdings Report

    Please provide holding name and holding value for custom exports. I know I can run such a report out of my Morningstar Office program but I am finding some differences in values from Morningstar to Redtail. It would be helpful to be able to run this type of custom export to see where problems may exist.

    6 votes
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  11. custom reports

    I would like to be able to run a custom report on the entire database. .

    29 votes
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  12. UDF for a dollar amount, so that it adds a "$" every time, and to automatically separate thousands with a comma.

    Add a custom UDF to include a "$", and separate thousands with a comma automatically so you could type:
    10000
    and, once saved, it would automatically update to:
    $10,000

    9 votes
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  13. Contact

    When clicking on Contacts.... We have a limited number of view options: Name, Status, Category, Source, Type, SrvAdvisor, WrtAdvisor.

    It would be nice to be able to change those preferences as to allow for a quicker view.and customization.

    For example: a UDF Field, a phone number, an email, etc.

    5 votes
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  14. Adding new client - Phone

    When adding a new client, the phone section does not allow for the "custom title" to be put in. You have to create the client, then go back in and add the custom titles - extra steps. Please add the "custom title" field to the "new client" add. Thanks.

    3 votes
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  15. need all fields available to select from for custom reporting

    We need to option to select from ALL fields within a client record and their account records for custom exporting, and would love to have the option to run it in a nice PDF format.

    910 votes
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  16. Custom Export more spouse fields

    When creating a new custom export, all of the spouse's information is not available to add. i.e. retirement date, age etc. All of the information is in redtail but cannot be exported. Can we add those two fields?

    21 votes
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  17. Add the "Is Head of Household" field to Custom Export Template

    Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.

    19 votes
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  18. Please make All Account fields available on Custom Export Templates

    Please make All fields available on Custom Export Templates. There are many Account level fields not available. Like Account Payment info.

    73 votes
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  19. Add ROLE fields to Custom Export Template Options

    Please add the 'role' field as an option on the custom export template. For purposes of team structuring and capacity planning, this would be very helpful.

    I'm having to build a bunch of quicklists and then manually extract the info. A custom export would make this much easier.

    64 votes
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  20. Add Country as an Option for Reports and Custom Reports

    RedTail lists every possible item except Country (from the address) for reporting. As our business get more global, we really need to be able to query a list by country. Phone number by country is not an accurate reflection of where a person is residing. Wouldn't this be fairly easy to add?

    12 votes
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