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.
112 results found
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send out cards
When using the Send Out Cards export, I have to change the State/Province header every time. I also have to change the Country from US to United States every time. This is so time consuming, considering I'm exporting approximately 75 lists per month. Please tailor the export headers to match what SendOutCards requires.
1 vote -
Refine RedTail's Account Reports
Please add the Tax Qual Type for the different accounts on the "Beneficiary Report" PDF. This report only shows the account type, NOT Tax Qual Type too (IRA/Roth/Etc). Seems like a simple quick fix/addition. In the accounts tab, you can run a Beneficiary Report, Portfolio Detail Report, etc. The PDF for "Portfolio Detail Report" shows the account Type AND Tax Qual Type. But when you run a Beneficiary Report PDF it only shows account type. This would be useful when confirming beneficiaries with clients as the accounts are properly categorized on this report.
3 votes -
Combined report details from Portfolio Detail Report, Portfolio Summary Report, Beneficiary Report and more
Looking for one report that is nice and clean to present to a client that gives full details on their accounts. This is the information we would like:
Account Assets section – location: Portfolio Detail Report
- Asset name (Holding name on report)
- Symbol
- Shares
- Price
- TotalBasic Information section – location: Portfolio Detail Report & Portfolio Summary Report
- Policy number - both
- Company - both
- Product - both
- Type - both
- Status - bothBeneficiaries section – location: not on Portfolio Detail Report & Portfolio Summary Report
- Name
-…3 votes -
AUM per Year
Could we get a report that allows us to see AUM per year?
3 votes -
The ability to create and use ACORD forms A way to download/export our numbers and premiums for reporting and track
The ability to create and use ACORD forms directly within Redtail
A way to download/export our numbers and premiums for reporting and tracking purposes
3 votes -
tag group report
Can we get a report that shows what tag groups a client is connected to? perhaps a custom email template that will list all the tags for a client in one place instead of having to run multiple reports based on a tag group search.
3 votes -
Report
I would love to be able to run for all crm contacts with assets a bulk report which is identical to the individual Portfolio Detail Report
1 vote -
Custom Report to Track Accounts Held Away
We have added accounts held away to our database and have marked them as such. However, reporting features including the Custom Export Template do not allow us to filer or differentiate between the assets under management and assets held away. Please add a field that allows us to differentiate between the two on reports.
3 votes -
Household Address Export
We would like to be able to generate an Excel export for households' addresses so that when we are creating mailing labels, we do not have duplicate addresses for both husband and spouse.
4 votes -
Search for a particular word that is NOT included in a note
Search for a particular word that is NOT included in a note. Currently, I can search for a particular word that I would like to find, filter for the account type, the category, and red tail will find a list of contacts that has that particular word within a timeframe for a particular contact. I would like to reverse that and find contacts that do NOT have a particular word with the same search criteria as above.
1 vote -
Family per advisor
Create a report that you can pull family (households) per advisor, rather than having to manually do it in a spreadsheet.
6 votes -
contact status per advisor report
Please create a report where you can pull the contact status (i.e. Active Client) per advisor, along with the AUM, rather than having to export it to a spreadsheet
3 votes -
Account - Payment Info as a Reportable Field
It would be very helpful if Payment Info was a searchable field within Account Reports.
ex: Account Reports - Payment Info - 'Regular Investment Amount' is NOT empty
This would be helpful for all payment fields, as it is a way to easily run total transaction reports.
1 vote -
Accounts by Payment Info as a Query-able Field
It would be helpful if 'Payment Info' was a Field within account reports. Even something simple, like [Account Reports - Payment Info - Regular Investment Account is NOT 'empty'] would be helpful for tracking client activity.
1 vote -
Personal Profile Form
We use this for appointments however, on page 2 (which lists all of the individuals in the household) it lists the account with each value BUT it does not give us a total. Please add a total. We can get it under Portfolio holdings but it doesn't list who the account belongs to. So, I would have to go in an ADD ownership info to EACH account. Seems like it would be easy to add a total!
1 vote -
Workflows Report Columns: Advisor and Creation Date
We would like to see additional columns on the Workflows Report including an advisor column (who the client is assigned to in their profile) as well as a "date created" column, and a column indicating which user created the ticket.
4 votes -
address
Create a report that pulls any contact that's had an address update in various timeframes, allowing for filtering by servicing advisor or other data.
6 votes -
Account Renewal Reminder
Can you please add account balance to the Account Renewal Reminder? This would make this reminder much more valuable. Thanks
5 votes -
We need a report that will allow us to report on all user activity. We use Redtail to track our internal processes, so I would like to be ab
We need a report that will allow us to report on all user activity. We use Redtail to track our internal processes, so I would like to be able to pull one report showing all of the activity that a user has done, including: Activities created/completed, notes created/commented, workflows created and completed, workflow tasks created and completed, login dates/times, etc.
If the action taken is linked to a contact, I would want to know which contact it was linked to.
3 votes -
Duplicate Contact Name Report - Process Time
As a Redtail CRM User , I want the Duplicate Contact Name Report to process combine functionality quickly within 5-10 seconds. If a user refreshes the list, the combine function needs to show quickly on the report.
Currently state: Select the two records to combine, select the primary, select ok. Next wait 30 sec to 1 min for the process to work on the backend. If you refresh early then the combine functionality does not work and you have to do the process again. As a user with almost 8000 duplicates, this will take me around 150-200 hours to complete.
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1 vote
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