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. 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?

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  2. enhanced narrowed search reporting

    After doing an advanced search and narrowing my clients down to a strict set of criteria it would be nice if the available list of reports I could run would include the same reports offered as regular database features, or at least those that apply to contacts - particularly the RMD report. I can export my narrowed search but it does not include the age/years/months like the Redtail RMD template does.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Custom Export Templates - Pull notes all notes by Category

    Under the custom export templates only allows you currently to pull the last note. Would like the ability to filter by category the notes to pull into the custom export template. Please vote for mine because I took the time to do this! Thanks! :)

    16 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Can you please add dependents to the family export for a search in contacts?

    Please add the dependents to family export fields from the family contacts page

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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!

    30 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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

    48 votes
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    2 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  8. add BICE column to custom export

    Will you be adding the new BICE fields in the custom export template area? I'd like to create a custom export that shows my accounts AND whether or not a BICE has been signed.

    22 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    9 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Include middle name in exports when full name is selected.

    instead of pulling the full name (which should include middle name and nickname), it is only pulling the first and last name.

    12 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add the word "mailing" in the custom report options.

    I would think most people would want the option to run a mailing list. When I go to custom reports there is no option to select mailing address. I was told to use "primary" but we have clients with more then one residence and we use primary for the primary residence not the mailing which is a drop down on the client record.

    3 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Export Telephone Numbers

    Can telephone numbers show parenthesis () for are codes and/or
    the intermediate dash used in the telephone number.
    The way it currently exports look more like a serial number than a telephone number.

    7 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  13. 'Contact Created By' should be exportable

    I am looking to be able to include a column in an export that denotes which redtail user created the contact and when to best address contacts that are added by missing information. The only way that I can accomplish this now is by running a search by each user and then manually creating the list. Thank you!

    10 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Account exports - export leading zeros for account numbers

    It would be great to export the leading zeros for account numbers. It currently goes directly to numeric formatting, therefore losing the leading zeros. It would make sense to have it export to text format where it keeps the leading zeros. We are doing a huge export for re-papering clients and cannot use the date because the account numbers are 'incorrect' without the leading zeros.

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Accounts By Contact Export

    Can you please add the "account status" field in the "Accounts By Contact" report? When you pull the report now, it does not list whether or not the account is closed or open. I did a search for all open accounts but when I pulled the report, it pulled open and closed.

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Contact Directory Report- not Excel format

    Would love to have a Contact Directory that can be customized but not put onto an Excel sheet. Something that would put in all the information (name, spouse, address, emails, phones, children, etc.), just like a Custom Report but giving an option of Excel or PDF format. Too hard to read hundreds of contacts "per line" with multiple columns of information.

    5 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  18. 4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add link to client record as an exportable field

    I would appreciate a field that exports to Excel with a URL that links directly to the client. I can construct them myself using the 'ID' field but it would be a time saver to have that as a direct export option.

    3 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Account Export

    When exporting an open account list to Excel, the information that comes on the excel report is by full client name and not by last name. This is odd as the screen you are looking at has last name, first name but then the export comes out as first name last name. This makes it very difficult to work with. When going to the individual company's websites the lists are in last name order, yet when you sort the excel document it sorts by first name. So on the Redtail screen it will say Smith, Sue but the export comes…

    13 votes
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    2 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
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