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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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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228 results found

  1. filter by occupation type

    It would be helpful to pull a report for 'Referral By' by the contact type. For example, instead of listing the name of a CPA, just list 'CPA'. The same could be said for client referrals - once again, instead of the client name, just list 'client'. Furthermore, if it's a referral received from our company website, it would be nice to have 'website' listed.

    8 votes
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  2. Activities by Contact Report Should Have a Category Filter

    My firm categorizes all clients via "category" - to develop appropriate service models for each client. It would be massively helpful for us to view all clients who have "schedule meeting tasks" (under the custom "schedule meeting" template that we've created), during a certain timeframe, AND to be able to filter that report by client category. I know this must be a fairly easy addition as it is in essence, just the inverse of the "Contacts with no upcoming activities" report.

    The "contacts with no upcoming activities" report allows RT users to filter by activity type, timeframe, AND the category…

    3 votes
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  3. Activities by Contact Report - Add Servicing Advisor to Export

    Please add Servicing Advisor to the excel/csv export of the Activities by Contact Report.

    You can filter the visible activities by Servicing Advisor in Activities by Contact Report, but the export does not include the Servicing Advisor.

    3 votes
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  4. A report for address updates made within a certain timeframe

    Provide a report for address updates made within a certain timeframe

    1 vote
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  5. speak

    Allow the database owner to assign a user to run speak reports. Currently, only the database owner can run the reports. This is not helpful in the event of an audit as the database owner isn't the CCO.

    1 vote
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  6. Alphabetize the "Assigned Teams" field in the Workflow Tas Report Filter

    Alphabetize the "Assigned Teams" field in the Workflow Tas Report Filter

    3 votes
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  7. When pulling a report, it would be helpful to pull using Primary Address only.

    When pulling a report from Redtail, I would like to pull contacts based on their primary address only.

    1 vote
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  8. Active Contact Age Demographics

    Active Contact Age demographics.
    -Valuation analytics uses the average age of a practices clients to determine what the value of your practice is. This is very heavily weighted to determine the true value for succession planning and currently, Redtail only shows the age of ALL clients that have ever been entered in the data base, instead of just active clients.

    3 votes
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  9. filter by completion date

    Would like the ability to filter by completion date. Currently it only filters by start or assigned date which doesn't help if I wanted to see a report of all activities that were completed last month for example.

    3 votes
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  10. Viewing reports/Scrolling left and right

    I would like to be able to scroll left and/or right without having to go all the way down to the bottom of the page. OR if I have to go to the bottom of the page I would like to be able to freeze the top row so I can see which columns I am scrolling to. It is very frustrating to have to go to the bottom of the page to scroll left or right and then go back to the top of the page to see if you can see the column that you are looking for.

    4 votes
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  11. beneficiary

    It would be nice if the beneficiary reports could calculate the dollar amount each beneficiary receives based on their percentage on the reports.

    20 votes
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  12. Contact Report with Photo

    We would like to be able to advanced search for a subset of contacts and then run a report/export with the contact's name and the profile picture so we can refresh our memory and put names to faces well at a client event.

    3 votes
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  13. Edit the accounts by agent name report

    Limit the viewing capabilities on the "account by agent name" report. Unfortunately, all account numbers and contact names are visible to every user through the account by agent name report.

    1 vote
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  14. Report field value formatting

    When running UDF reports, the results that show on screen does not retain formatting (shows like html). Would be nice to be able to see the formatted results without having to print to PDF first.

    2 votes
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  15. 3 votes
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  16. Report with Activity Creation Date

    I would like the Activity Reports to include a column for the Activity Creation Date. It is critical for us to be able to determine when an activity was completed in relation to it's creation date in addition to the start and end date which may be changed by users at any time.

    1 vote
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  17. create report aggregating clients by region or state

    create ability either via report or otherwise to generate a list of clients or households, in aggregate; we need to see a summary of total assets by household either by state or by region (we would love to see a region field created, right now we use the writing advisor field to save this info)

    2 votes
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  18. Trim spaces at the beginning or end of data entered

    There are instances when someone inadvertently puts a space at the end of data entered. For example "Name " has a space at the end. When saving the data on the backend database table, trim any spaces at the beginning or end of the data to keep it clean and consistent. This will allow when running reports to have clean data.

    7 votes
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  19. Report to show client name, future and last appointments

    A report that will give client last name, first name, date of last appointment and date of future appointment. Currently you can only pull activities, which may not be appointments, or set a date range, which may mean you miss some appointments.

    28 votes
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  20. 1 vote
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