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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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228 results found

  1. 4 votes
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  2. Have a filter in reports for activities without the 'all day event' box checked

    Please have a filter in the activities by contact report for all activities without the 'all day event' box checked (similar to "show only repeating activities" etc.).

    3 votes
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  3. PDF Orientation in Portrait or Landscape

    I printed a note report last night and it came out with Landscape orientation. Is there a way I can control this? I would really like the reports to be Portrait.

    211 votes
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  4. Confidential Personal Profile PDF Naming Convention

    I love your Confidential Personal Profile PDF. Is there any way that the default name for it could incorporate the client’s name instead of just “personalprofileform.pdf”? In other words, it would automatically produce a PDF named something like “John Doe Personal Profile”. Otherwise, I have to go through the trouble of renaming every Profile pdf I produce.

    1 vote
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  5. Apply quicklists to any report to look at results for specific groups of clients, especially in activity reports

    If I wanted to look at upcoming appointments for our Gold clients, or for clients with a certain status or category, I have no way of applying the current quicklist to the activity report. If I could apply a quicklist, the report could run more quickly, and only give results for the clients I am concerned about.

    21 votes
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  6. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    I want to start sending nnivesary cards. A report like birthday report that shows anniversary date instead of birthday would be helpful. Make a quick list of all people with anniversairy in month of May, June, etc., and click anniversary report instead of having to create a custom report.

    80 votes
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  7. Contact by duplicate name report should consider middle name & suffix

    This report needs to take middle name and suffx into account. "John A. Smith" and "John W. Smith Jr" really shouldn't be considered duplicate records.

    34 votes
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  8. Notes Report

    It would be helpful if we could print the Notes Report for a specific account for a client. Ex. If a client wants to talk about their IRA, we have to print a Note Report that includes all notes for all accounts, which requires us to search through the report to highlight the notes for the IRA if the client has multiple accounts.

    10 votes
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  9. Contact by state report includes work address

    The contact report of Contacts by State is including home and work addresses. So clients can be listed twice if they work in a different state. It would be better for this report to pull the primary address - which would be the state of residence for tax and licensing purposes.

    12 votes
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  10. Create a Report for Daily Actions in Tailwag

    Please create a report that can be filtered, by user and attendees, to show a consolidated list of actions (notes, activities, workflows) adjusted, completed, created, or assigned for the day. This would allow for a snap-shot of the days work in Tailwag that I did. Reducing the need for multiple individual emails to attendees, regarding all the items I processed in a day.

    Pertinent information would be: User, Attendees, Contacts, type of action (activity, workflow, note, etc.), Nature of action (created completed, updated, assigned), Date, Subject, and any other suggestions people have to make this a true snap-shot.

    Currently there…

    19 votes
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  11. Print all Dependents on the Personal Profile form

    On Leapfrog all dependents (up to 5) printed on the Personal Profile form. Now it seems only children print. Please update Tailwag to print all dependents like before.

    NOTE: Our advisors find this form VERY VALUABLE!

    32 votes
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  12. 2 votes
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  13. Customize Personal Profile Form

    The personal profile form is a way to quickly gather information on a client or prospect before a meeting. It would be great if this was customizable. Half of the info I don't care about there are many things missing that would be great to have on the sheet.

    459 votes
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  14. Duplicate account number report - please

    You recently added a "Contacts by Duplicate Name" report and this is a great help - well played!

    Another tremendous help would be an "Accounts by Duplicate Number" report based on all of the issues that firms must handle with the automated account feeds.

    32 votes
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  15. Add a Mail Merge Field for excluding deceased spouse/ family members

    This is a problem for our bulk correspondence with clients, as a spousenickname-firstname field still turns up the deceased's name in our letters. Please add an option to exclude this.

    17 votes
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  16. beneficiaries

    Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.

    57 votes
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  17. 4 votes
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  18. Contact by AUM report

    Include option to go by "Family Assets"

    70 votes
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  19. 2 votes
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  20. provide a place for us to put our company name, contact info, logo, and/or tagline on reports.

    To provide ongoing client awareness of the services firm with whom they are working and easy access to contact the advisors, it would be very helpful, and also would look great, if we could put our company information/logo on reports. Thank you.
    Christy

    45 votes
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