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. 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.

    861 votes
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    83 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. Make custom reports/exports easier to access

    Right now you really have to hunt down the ability to run/export a custom report. Not very user friendly... especially for less tech savvy advisors.

    56 votes
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    2 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. Please include Tags in the custom export templates

    Please include Tags in the custom export templates so one can see what tag group a client belongs to

    34 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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 →
  10. 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 →
  11. 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 →
  12. custom reports

    I would like to be able to run a custom report on the entire database. .

    23 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. custom export udf

    Now custom export has the ability to export the UDF's, however if you have the same UDF in the same contact profile (or account profile) it will only export one of those. We, due to lack of a commissions/fee tracking module, use the same UDF's multiple times. Would be helpful to have all instances of the UDF exported in the custom export for reporting.

    21 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Custom Export Options

    We need to the ability to export all fields that we spend time entering data into. There are several areas of the CRM that contain important that are not available in the custom export. AND we DO NOT want to have to run several reports to capture the information.. give us the ability to export OUR OWN CLIENT DATA and quite advising us to go all around the software to get it. Please implement as I see there are SEVERAL requests for this being ignored.

    19 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. 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 →
  18. Last Client Contact Report

    Our company depends on constant communication with certain stakeholders in separate companies. Ensuring that we stay in communication with everyone can be difficult, because we have to check each individual contact in Redtail to see the last time we reached out to them. We would greatly benefit from being able to pull reports on when each contact was communicated with last-- by meeting, phone call, and email. This would ensure that there is not oversight in our client management. To be honest, I am extremely surprised this isn't already integrated into Redtail. Thanks for the votes, it is very well…

    15 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Custom Exports - More Activity Options

    Right now you can only select Last Activity and Next Activity. I would like to see an option to select All Activities.

    15 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  20. More account options when creating custom export template

    Please add all fields when you open an account such as beneficiaries, riders, account dates, general info, payment info.etc.

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