CRM

Welcome to our official Redtail CRM feedback forum!

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  1. Entity Name as an option on Custom Export

    When we run a list of clients typically we use family name, first name, and last name. But when entity clients are included on the list these fields are left blank as it is not an option to include the entity name in the custom export. Therefore it is hard to tell what entity these blanks are for.

    3 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Get Client ID and Account ID on the same export

    Any export that has both client-level information and account-level information on it should include a column for both the client ID and the account ID. This would make comparing different exports much easier. It would also help ensure imports that come from large efforts are going to the correct records.

    In our system, some clients have the same name, and some accounts don't have a unique number. These are very difficult to match across exports.

    In Redtail reports, accounts export with client name as LASTNAME, FIRSTNAME (NICKNAME). However, custom exports do not have this as a selectable field, only FIRSTNAME…

    13 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Please add Preferred Email and Phone# as options on the Custom Export Template

    Add the preferred emails and phone numbers as an option to the Custom Export Template.

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  4. select all in contacts by state report

    When running a report for "Contacts by State" filter options should have a select all option. Then one can uncheck the states not needed.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  5. MS Teams Intergration - Contact Information (Teams Voice)

    We have switched to Teams Voice - it would be nice if the Client phone numbers could automatically port to teams.

    15 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  6. CUSTOM EXPORT TEMPLATE

    We have a LOT of custom export templates because we have a large staff and everyone has different needs. How about allowing each user to mark the templates they use as Favorites so that they can just look at the list of templates that they use instead of having to scroll through everyone else's?

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  7. export from advanced search

    We need the ability to export a list that we run in contacts advanced search and be able to select the fields that we export.

    6 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Report for insurance premiums due

    I need to run a report for a life insurance policy to show the clients who have a premium coming due. I can run a custom export, but it doesn't reflect the client's who have modal premiums.

    4 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Contact > State Field for Custom Export

    Please add a State field so that we can include that in Custom Exports without having to deal with the whole address.

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Deceased client removed from all client look up reports and labels

    Remove deceased clients from All Client reports for the purpose of mailings.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  11. When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed?

    When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed? seems like a no brainer.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Tax Year and and Confirmed by Tax Return to Custom Exports

    I see others asking similar questions about this. We use a mail-merged document for client meetings using information pulled from Redtail Custom Exports. We've been adding additional information to the report using UDFs, but the Estimated Tax section in Know Your Client already has the information we'd like to pull. In the spirit of being efficient, we'd appreciate if we could pull the Tax Year and the "Confirmed by Tax Return" sections of Estimated Tax Information in Custom Exports. Thanks!

    3 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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…

    18 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Allow Redtail Account ID to be a Field in Custom Export

    The Redtail Account ID is needed for bulk updating accounts, but there is no way to get it from the custom exports. This mean to get all the information we would like to use to update our accounts, we need to combine multiple spreadsheets without a unifying Account ID.

    3 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Custom Export needs to Include ALL Profile Information- why makes us wait years for this???!!!

    I don't understand the logic behind not giving us the ability to export all fields of the contact record. You have added fields a couple at a time over the past few years, since you are already in there adding a couple fields, just add ALL the fields so you don't have to keep going back to the same topic and adding fields. That way you can focus on the thousands of other "enhancements", most of which are oversights, that have been sitting idle for YEARS!! Just make all fields exportable and be done with it!!!!

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Agent

    Current Custom Export does not allow the ability to export the Advisor Name and Agent ID from the Accounts. Please add that as field to export in Custom Exports.

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Account Agent to custom export options!

    We would like to be able to include Agent name In custom export reports.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  18. remove +1- from phone numbers

    Please remove +1- from exported/downloaded phone numbers

    4 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. 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 →
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