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. 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.

    862 votes
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    83 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Past due options should mirror upcoming options

    I would like it if the past due options
    1.did not include future options in the past due button
    2. mirrored the upcoming options: Yesterday, Past week, past 30 days, past 6 months
    3. Can you please start the default custom range to "today" versus 1977????

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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?

    12 votes
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    2 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Additional Premium Details to Custom Export

    The premium option for the Custom export only pulls the annual premium data. It would be nice if we could also export the modal premium amount.

    9 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  5. 4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Charge a little more and make improve redtail faster.

    CRM should be pretty brainless. Normal items in business require complicated workarounds or simply are not possible with regularity.

    Your customer service reps are fabulous and well trained. But unfortunately, they support RedTail and often they are left only with the option of apologizing for the platform.

    12 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Custom export reports

    Please add seminars to the custom export report. I want to print a list of prospects with all the seminars they have attended.

    8 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Include "Initial Investment Amount" as an available field in Custom Exports

    Include as available Custom Export field selections: "Invested - Initial" and "Invested - Total" (under Additional Information & Payment Info sections) so that reports can be run that will include what amounts a client invested in a particular account and the current balance.

    24 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Identifications

    In the Identifications section it would be nice to have a Custom Title Field that we can label which ID is which. For example if we have a business with multiple driver licenses it would be nice to have the ability to label which license belongs to which person. The field would be similar to what's in the Update Phone Number screen. Thank you.

    3 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Activity Filter

    Activity Filter... when selecting custom range the default dates start in 1977... Why? When searching past activities the default date range should be current month. It adds extra steps to efficiently search old activities.

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Quick links to reports

    It would be great to be able to create "quick links" to reports that we run often. I frequently run the same custom report on a daily basis, and I would like to be able to access it more quickly. Right now, there are several steps to take to get to the report and it is tedious. Thanks!

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  13. custom export fields financials

    Custom Exports - please let us include ALL Know Your Client fields, especially Financials. We have to send this info to our B/D and are now double-typing it. Crazy when the info is IN RedTail, we just need to be able to get it OUT (without using up our UDF's to duplicate fields that already exist elsewhere...). Thanks!

    13 votes
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    2 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add Asset Name to the list of fields available to add to a custom report and/or a search function for asset name within tax qualified type.

    We spend a lot of time keeping RedTail current and up to date, and it would be a huge help if we could search for specific asset names within accounts of a certain tax qualified type. If this is not doable, the ability to create a custom export that shows account asset names would be almost as helpful.

    12 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Custom Export Reports

    I would like to be able to run a custom export report including the social media fields.

    9 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    10 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    57 votes
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    4 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    52 votes
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    5 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Include Picture in Export functions and reports

    I would like the picture to export on reports that are exported and also be able to export on the custom export reports. Thanks

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Calendar Filtering on each active users interface screen

    There should be an option for each active user to customize their individual interface screen accordingly to their liking without affecting the overall look and navigational feel for other active users regarding their daily interaction with the software. This capability would help with less anxiety from the active users not wanting to use the features this CRM software has. Please keep in mind that the majority of the CRM active users in this software are not that open to learning as they go and aggressive thinkers with technology as most millennials are.

    2 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
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