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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  1. formatting for custom exports

    Please fix the udf and/or date fields in the custom exports. Half of the dates that are exported to excel lose the formatting and instead of getting a return of "6/2/15" all we get is 42179. The whole reason for the custom export is to pull the date from the UDF field. Instead, we are forced to manually look up each client and write in the date we need.

    3 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Birthday Reminder Preferences - Add the option for Zero Days in Advance (or Today)

    Add the option under Birthday Reminder Preferences for Zero Days in Advance (or Today) - with the ultimate goal of pulling a list of all contacts who are having a birthday Today to send to search and run the bulk action send Broadcast Email. Currently there is only the option for 1 day in advance - which shows today and tomorrow - and this makes the send to search more complicated because you can't just select all and bulk create broadcast email - you have to export the list to excel and use it to cross reference so you only…

    7 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Primary/Preferred Email in Export

    When exporting email addresses it would be nice if the client's preferred or primary email was in the first column. We have several emails for the same client and want to ensure we are emailing their preferred email. We currently have to review the export list to determine which of the email addresses listed is their preferred and/or primary.

    10 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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

    118 votes
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    6 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  6. working Lists

    export a list into a spread sheet... like a list of prospects, make notes in a column(s) like "contacted prospect, not interested now, call back in 1 month." then import it back into the crm data base... notes added automatically, follow up activities added... allows more efficient way to work groups within the database.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  7. No Contact Report Custom Date Range Filter

    As of right now your No Contact Report will only allow a maximum of 365 days. This should be a field that you can customize to any time frame.

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to Export Assets/Liability fields for clients into an excel spreadsheet

    I would like export fields from assets/liability and for family names into a report for my clients. Right now all i can export is their account information but their assets/liabilites are also very important to report to them when meeting with them to discuss their financials.

    28 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Enhancements to the Opportunity Reports

    I would like to be able to create a custom report that includes the information from the opportunities. It gets confusing with an opportunity name and a name for a linked client.

    7 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make an export button for the "Overview - Pending Activity" page

    It'd be great if we could be looking at our Pending Activity page on the Overview and be able to export those to a spreadsheet or PDF. There are times when I want to review the list with my manager and it'd be great to have those readily exportable.

    2 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add secondary set of Admin permissions for each Team, a user delegated as the "Team Admin"

    This would enable one of the team members the ability customize lists, add/delete fields, set permissions rather than trying to running to the overall program admin. Simple editing, customization and permission settings should be Team based, we should not have to call, email, or run to the program admin every time a small change needs to be made.

    7 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Under the workflow task report, you should add an option to view the notes in each task (like we could in the checklist task view)

    I want to run and export a report that not only shows all of the current tasks assigned to a user, but it also shows the notes in those tasks. It would be an option that you can check or uncheck. We were able to do this when we viewed checklist tasks in the prior version of redtail, but it is not an option in workflow task reports. PLEASE add this and FAST, we used that view a TON. Thanks~Patty

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add a feature for client since date to also export number of years

    When running a client since date report it would be more efficient to also be able to export the number of years of the client relationship. It shows up in parenthesis so RT is calculating it- why not let us export that.

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Account Number

    Create Account Numbers. Each Redtail user account should have a unique account or client ID so to easily identify a user, especially for integrated applications. This will reduce confusion if a customer has multiple accounts or forgets their login information. The account number should be easily visible upon logging into the CRM.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add report and/or search capability for the Advisor Licensing fields.

    The added fields for advisor licensing information are helpful. Our office has many advisors, and so it would be nice to be able to export a list, or search the fields for certain states or vendor appointments. Also, when each entry is added, they are listed in the order they were added, rather than alphabetically. Please add capability to sort by the various columns.

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Comprehensive Client Interactions Report

    I am interested in the functionality of creating a report that details the total number of interactions with a client over a selected period.

    Client meeting notes and phone call notes are entered into Redtail after each interaction, but the bulk of our client communication is done through email. These emails are journaled with Redtail and I can create an email history report.

    There is currently no functionality though that combines the meeting and client phone call notes with the client email record. I think this report would be very helpful to advisors, as it would allow them to keep…

    8 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Custom Reporting

    Custom reporting allows for the user to generate a report based off the field that are selected.

    I am trying to generate an email list for all our clients. To add to that list we want the client's spouse's email to also be generated on that same report.

    18 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  20. All-inclusive Report

    It would be great to have one inclusive report that will include ALL of the following in one report: Contact information, Memberships, Notes (could be up to a year), Open Activities, Accounts, Assets and Liabilities, Liabilities, Client Review information, Financial Information,
    Important Information, Misc Client Info, Professional Contacts. The custom exporting tool doesn't seem to deliver all these in one report.

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