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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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 -
Transactions
After reading through the transactions suggestion, there have been lots made and very few improvement. I believe it is time to review this entire tab. I have several suggestions:
Drop downs should be editable like any other lists in the system - this alone would vastly improve the functionality
Export should be customizable like any other export
Fields should match to what is exported
There should be an account number field
There should be an account registration field3 votes -
Custom export with activity report
I would like the ability to run an activities report (open activities for example), but to also be able to choose the fields I want that report to generate, similar to a custom export.
For example, all open activities across the board, from XX date to XX date, and then choose the fields it exports to excel/csv. So that we can filter and sort those overdue or upcoming activities by Client Classification (A, B, C, etc), state, last name - whatever fields we've chosen to put in the export. I called Redtail 6/2/2020 and they said that is currently not…9 votes -
Make exportable data for spouse the same as contact.
Make all the same data that is exportable for the contact, exportable for the spouse such as phone numbers, emails, and age.
6 votes -
NickNameFirstName for the Custom Export Template
Request to have a custom export field for NicknameFirstName as is used in the mail merge. I heard of it used in mail merge but I'd like to have it available in the custom export for both client and spouse. NicknameFirstName defined as Nickname if one exist else First Name. Hoping that is an easy one to provide since it is available as a mail merge field.
3 votes -
Format custom exports like the Personal Profile Form
We have many UDF fields for clients and would like to be able to print a report for each client with their information (similar to the Personal Profile Form). Right now when you do a custom export the excel file needs many manual formatting changes to make it printable.
Can we have more formatting options built into Redtail for custom exports?
3 votes -
Account Reporting
Would like a custom export feature to create an account report with ALL fields that are available and run off in a report that is similar to account reports available to us by redtail. This would be similar to the custom export feature but not in excel format. The face value should be added to the account reports created by Redtail.
1 vote -
parse columns and rows for custom exports
Please parse the columns (and their headings) and rows when using a Custom Export. I've worked with several other systems that do this when exporting to an xls or csv file. And formatting the column headings into more user friendly titles would be great as well. I love Redtail, but there is definitely room for improvement with Custom Exports and report generation. Thanks!
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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custom export - please add account owner field
Please add insurance policy account owner field for custom export, Include life, disability, and long term care policies.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Exporting mailing list to MYCMO that includes both husband and wife
It would be great to export a mail merge of husband & wife mailing labels/excel spreadsheet to MYCMO - When creating an event in MyCMO you have an option to physically mail out the invites for the event on from the site however when you select the group to mail the invitations to it defaults to individual people instead of husband and wife so instead of mailing to Mr. & Mrs. Smith for example it will default to mail to Mr. Smith - If there is a way to do this I already I would love to know how to…
3 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Allow user access to all data (for example a Task report) for pulling reports as well as customized report design
Would like the ability to create custom reports using any data that is relevant from my crm. Any data is input should be able to be easily accessed for reporting purposes
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Ability to create a custom export from an Activity report
we need to be able to select what information from an activity we want to see. Please make ALL OPTIONS in the database available so we don't have to keep asking every few months because the developers can't anticipate what we need.
1 voteRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Custom Filtering for Exports
Add filtering capabilities for custom exports
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Mail Merge
Need an Appointment mail merge field so I can populate form letters with each client's upcoming appointment.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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spouse names combined on one data field as a custom export
I would like to run a report that allows both husband and wife to be on ONE line, not on separate lines.
8 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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11 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add Account Strategic Allocation Model to Custom Export Template for compliance purposes
FOR COMPLIANCE PURPOSES / ACCOUNT LEVEL REVIEW...
Add the Account Strategic Allocation Model fields to custom exports rather than just the current "Contact Level" option. From a compliance perspective, I need to be able to generate a custom export template with accounts across many different contacts and to be able to identify the Strategic Allocation Model at the account level rather than at contact level. Each contact may have an overall strategic allocation model (e.g. long term time horizon, high risk) but at the account level s(he) may have different time horizon, investment objectives, and risk preference across multiple accounts.…
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Contact UDF
At our office we use a UDF that multiple users in our office edit on the our clients pages, and right now, we have no way of knowing who updated a contact's UDF last. In the UDF box, in addition to "name," "value," and "type," I would like to have a "Last edited" column that has the name of the user who last updated the UDF value, and the date and time of the that update. Preferably, that info would then also be part of the filter on the UDF reports page, and also one of the available check boxes…
1 voteRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Custom Export from Family Screen
When you are on the screen with all the family members you should be able to do a custom export or mail merge email or word doc with all the family members
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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include tax bracket
Custom Export include tax bracket from know your client section
1 voteRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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