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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.
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70 results found

  1. I need to export social media addresses for my contacts!

    At our office, we track what Reps are using social media. It's vital that we can export their social media accts.
    Help! ASAP!
    Thank you! and Merry Christmas!

    54 votes
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  2. Customized Reports exported to PDF

    Would like the ability to select the fields I wish to export to a single PDF report for client meetings.

    Example: Be able to create a custom report with the following fields of a contract record into a single PDF to have for a client review meeting

    -Names
    -Contact information
    -Keywords associated with them
    -Health conditions
    -Important information
    -Other Professionals
    -Family members

    58 votes
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  3. Adding custom labels into custom export

    When running a custom export, the email custom labels do not pull through. They only pull through when using the standard email addresses export - and then you cannot add any other information to the standard export ie. mailing addresses, advisors, etc.

    12 votes
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  4. Add a custom field option in Contact Details

    I would like to be able to designate the "Relationship Manager" or "Lead Support" in the Contact Details section. Now that the important info page is in know your client, I can't see who they are on the front page.

    10 votes
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  5. SHOW BENEFICIARY INFO IN CUSTOM REPORTS

    YOU'D THINK YOU'D BE ABLE TO RUN A CUSTOM REPORT WITH BENE'S LISTED FOR LIFE, IRA POLICIES. The fact that you don't have this option amazes me

    137 votes
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  6. Custom Account Types

    When updating Account Types in the User Preferences section, we are able to add new account types such as "SAB Managed Account", which are typically brokerage account types.

    The default investment options that are tracked list the account like it is an insurance policy type, with "modal Premium" and "Annual Premium" versus "One Time Investment" and "Regular Investment"

    Is there any way to have functionality to sub-set a brand new Custom Account Type as a brokerage investment account like this versus an insurance policy type account?

    6 votes
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  7. Drop down choices for "Job Title"

    Customize the "job title" field, less confusion for the same job ie: lawyer / attorney. It will make a search for certain job titles easy as well.

    8 votes
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  8. customizing columns in accounts overview

    It would be helpful to be able to customize the column heading choices and column widths with one standard setup rather than having to individually customize them with each client.

    7 votes
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  9. 12 votes
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  10. Personal Interest Reporting

    Add Personal Interest field to the Custom Exports

    24 votes
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