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. 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.

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Separate phone numbers in custom exporting & contact card

    The phone numbers should be designated phone 1, phone 2 etc. Also in custom exporting having the choice of choosing which phone you want so that you don't get multiple listings for one client because they have more than 1 cell phone.

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Include account numbers in Activities Reports.

    As it stands now, the activity report does not include the account number that the activity is assigned to. If you are using the report in the CRM you can click through to the account, but if you export the report to a PDF and print it you have no way to know what account an activity is assigned, making it easier to work off of a printed report.

    9 votes
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    2 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  4. have a more robust Account Riders field.

    I have to manually track optional riders on life insurance policies that must be removed at a specific future date. Currently I have to manually create a hand written report to track it for over 150 policies. I REALLY need to be able to include how many years the rider is to stay in force for each policy, when the last payment date of the rider is and when the rider is scheduled to be removed. All of this has to be pulled together in a custom report. PLEASE. THANK YOU!

    7 votes
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    2 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  5. 9 votes
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    2 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Personal Interest Reporting

    Add Personal Interest field to the Custom Exports

    24 votes
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    4 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Have the ablility with custom export to pull Ownership

    Have the ablility to pull Accounts-Owership info (owner) in custom exports.

    13 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Custom export reports for address info-inlcude spouse, etc

    When running a custom export and selecting the home address to be included, the excel sheet will not include the addres if it is a spouse, or other family link. the report should be able to include the address info on the excel sheet, even for spouse, etc.

    2 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  9. accounts report

    allow for an accounts report that can be narrowed down to only export accounts with a certain issue date/year or to follow the search criteria instead of exporting all accounts for each client that appear in the search results.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make a way for you export a one page xcel sheet of all of your insurance and investments.

    Right now I realize that you can customize certain reports showing investments OR insurance. There are 2 problems however, there is no report that will allow you to do both on one page. Also, you cannot customize the columns. This is a feature available in most websites like advisors assistant.

    I'll bet there are other advisors who sit down with their clients who would love to be able to, with the click of the mouse, be able to print out a current report for their clients on everything the client has. And I'll bet if you asked the client what…

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