Redtail 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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. filter note reports alphabetically

    I have been asking for the note reports to go back to an alphabetical order since November2020. AS it is now they are done by date. And when you do it that way you get a specific clients notes scattered all through the report instead of all together.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  2. Export by Household

    We can already add Household name to the report export. Please add the ability to display clients by Household name to reduce duplicates when generating a mailing list which includes a single Household with multiple clients as recipients. (For example, we use keywords to indicate which clients should receive our year-end holiday cards, but right now the reports can't consolidate that list if we have added that keyword to both spouses but only need one card mailed.)

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  3. Nicknames on Birthday Report

    Please add the clients' nicknames to the birthday report so that when we make birthday cards, we do not have to go into their profiles to see if they go by another name. This is especially helpful for when we have new staff or interns who may not be familiar with the clients yet to know to address the cards differently.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Start Date to Workflow Report

    Please add the Start Date to the Workflow reports. I want to be able to easily track how long it is taking for my team to complete workflows. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  5. Start and Complete Date for Activities Reports

    Please add the Start Date and Complete Date to the Activities reports. I want to be able to easily track how long it is taking for my team to complete certain tasks. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  6. A workflow task report that shows the details of the current step/notes entered like the Activities by Contact report

    A workflow task report that shows the details of the current step/notes entered like the Activities by Contact report. Or a way to export the workflow with details, rather than just a list that is the result of an export currently.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  7. Run reports and segment clients by premium amount

    Not everything has AUM apply to it. For the insurance products, we need to be able to see premium dollars and runs reports on this data point.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  8. Issue dates should be filterable and exportable via account reports

    All account fields but especially issue date should be a filterable and exportable option when doing account reports

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Addresses to the Birthday Reminder Report

    The Birthday Reminder report doesn't allow for you to customize the columns, and when doing advanced searched for birthdays you also aren't able to add address as a column option. Having an address column would be very helpful for mailing out birthday cards. Thanks

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to run a report on accounts with a specific balance

    There should be the ability to run a report on accounts who do not meet a specific required balance rather than having to export all accounts and filter them in excel. For example, it would be very convenient to run a report and find all accounts that are under "***" value

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  11. Preset Feature in UDF

    Would love to have the a way to preset information within a UDF outside of just the title or "option" choices. We use UDF's very regularly in the office with the "any text" feature to allow for us greater flexibility of what information we want to add. We especially use UDFs for RMD or distribution information for a quick reference. I would love it if I could type in a UDF templates any text, the information we add regularly. So whenever I create a UDF, everything prepopulates within it so all I need to do is essentially fill in the…

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  12. created by in reports

    Allow all fields to be exportable. Example created by - you can run an advanced search but need an export/report on this

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  13. Report - "Activities Assigned to You by You" or "Activities Assigned by You to You"

    I understand that I may get a report of activities assigned by me to me if I choose contact in filter. However, I have many contacts and I can't remember everyone who has an activity for me that was assigned by me. For this reason, I request for a report that includes activities assigned by me to me.

    To illustrate my circumstance, when I compared the reports available right now (Activities Assigned by you to others; Activities Assigned to you by others) vs. the list that shows under Today's Activities for Everyone, I have found that 50% of what was…

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  14. Crucial Report

    Can we have a report with, acct #, Actual Investment objective/model, and UDF of our choice?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  15. Customizing reports

    I would like the ability to customize the columns in a report. Specifically, the UDF reports by contact should have servicing advisor, status and category, or allow the ability to add additional columns. Sending to search does not include the information from the report and as UDF's are not part of advance search it turns a great report into a multi step export to obtain the information that is not nearly as clean.

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  16. CSV Exports Incorrectly Display Special Characters

    Some of our client have special characters in their name (such as ñ, á, é, í, ó, ú)
    When exported to excel, these are displayed improperly.
    Examples:
    ñ becomes √±
    é becomes é

    Is it possible for the .csv files to output as a .csv UTF-8 instead?

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  17. on the personal profile could you put the font at 11 vs. 8 font. 8 font is very small

    We use the personal profile for client folders to keep as a papercopy, but the font is 8. Can you increase the font to 11 instead of us having to increase the font ourselves. 8 is too small of font to read as you get older! :)

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  18. Reports > Contacts By Review Frequency > Filters > Add All, Quarterly, and Servicing Advisor

    Reports > Contacts By Review Frequency > Add All & Quarterly.
    We enter the Contact frequency, then the Admins go to run the report... and they have to wade through separate drop-down filters for Monthly, Weekly, and Annual... and there is no filter by Servicing Advisor! No wonder the admins hate it! On the results page, please default to show "All", add an option for "Quarterly," and include a filter for "Servicing Advisor" also.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Suffix listed on Profile Form

    I would like to be able to see Jr, Sr, or III for clients with children that have the same name. This would help with confusion when both the parent and the child are clients.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  20. In changing the "Reminder Date" under "Reports"/"Birthday Reports", format, this column does not fill when exported.

    The new format is 2021-03-11. The previous format was 03/11/1953. I do not know why this was changed. With the new format not exporting to the Reminder Column, it creates more work for me to reformat the date for my report to the advisors.
    I strongly suggest that this be changed back to the previous format.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 9 10
  • Don't see your idea?

Feedback and Knowledge Base