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!

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  1. 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 →
  2. 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 field

    3 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Custom Filtering for Exports

    Add filtering capabilities for custom exports

    7 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Mail Merge

    Need an Appointment mail merge field so I can populate form letters with each client's upcoming appointment.

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  16. 11 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  20. include tax bracket

    Custom Export include tax bracket from know your client section

    1 vote
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