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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.
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262 results found

  1. Automatically Create and Email Reports to User in Recurring Schedule

    Save Filter in Activity Reports and possible automated report generation?
    When we want to apply a filter to the "Activities by contact" report, we would value the ability to save a particular set of parameters for our filters that we can run on a systematic basis (daily, weekly, etc).

    Even further wishful thinking would be to be able to schedule this report to be run and emailed on an automated basis.

    64 votes
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  2. Please add more robust tax report capabilities

    Please add a way to run a report with all the "Estimated Tax Information" fields: Adjusted Gross Income, Estimated Taxes, Tax Year, and Estimated Tax Bracket.

    22 votes
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  3. account udf bulk add

    I track RMDs for clients on an account level and a contact level and I have to manually add each account level UDF every January. This should be accomplished by a bulk add. And of course to do that it means that we will need an advanced search for the account level as well as contact level (So I can search for open IRAs and get open IRAs instead of closed IRAs and open something else) which is how the current advanced search works.

    41 votes
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  4. Workflow Checklist Report - Add user and time/ date stamp

    On the workflow checklist I would like a time and date stamp including the user that completed it for the task and step of the person that completed it. I see on the report who it was assigned to as well as the due date, but not the actual date of completion nor who completed it.

    23 votes
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  5. Account UDF Report needs suffixes and middle initial for contacts

    I noticed on the account UDF report (and results) that the suffix and middle initial isn't present. As we have clients that we tell apart using the middle initial and suffix we need those to be visible at all times.

    8 votes
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  6. management page

    As the manager/director of our firm, I would love a management page that would be a database for me to see big picture output like a dashboard overview, of my firm or producers pipelines, tracking of workflows for division, outstanding tasks, etc. a quick view for management purposes with the ability to drill down on a specific topic.

    6 votes
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  7. activities by contact report

    Please modify the Activities by Contact PDF report back to show Type and Category again. What is the use of having a filter to select several options if when you do the pdf report doesn't display both Type and Category.

    This report has gone backwards as now you have to select a particular Type & Category, run & print report and start all over again with the next Type & Category - not time efficient if you have several types & categories.

    Per the help desk, it has to do with the number of columns allowed on a pdf report.…

    12 votes
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  8. Missing UDF Report

    I need to run a report when a specific UDF is blank.
    I am starting to think redtail is only good for the little guy....we have a lot of clients...I need to quickly find clients that are missing data

    15 votes
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  9. Print Full Activity Details, Including Linked Notes

    Currently when printing an activity, only the portion of the description box that is showing on the web screen at that time appears. Additionally, the Linked notes are not printed out with it. If they are printed out with it, they are cut off and listed as (more...). We need to see all of the details surrounding that activity in an easily printable format.

    24 votes
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  10. udf use counter

    I would like to see in the UDF list how many contacts are using that UDF

    13 votes
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  11. udf report filter improvement

    When I run a report for UDFs sometimes I want to see all values for a certain UDF, not just a specific value. I should be able to leave the bottom to boxes blank if I want.

    30 votes
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  12. Add flag on the Personal Profile Form that indicates which information is marked as Primary and Preferred on the Contact Card

    When the Personal Profile report gets printed, even though you have the option in RedTail to know if a address or phone number is preferred, there is no indication on the report if it is or not. Please provide a way of indicating this. Thanks

    20 votes
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  13. report by role

    Be able to generate a report that shows contacts by there role and also a report that shows those not assigned a role.

    63 votes
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  14. filter workflow replorts by Step

    I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.

    Thanks!

    9 votes
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  15. Add Activity Date colum to Contact Last Activity Report

    When running the "Contact Last Activity Report" it only shows the activity completion date, adding a colum for the actual activity date would helpful, especially if you are late marking activities complete.

    1 vote
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  16. sorting in reports should display that way in PDFs

    Please allow sorting with the "importance" field for the final pdf version. Currently you can sort for the screen, but the pdf will not keep the order or show that field.

    25 votes
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  17. activity report

    The activity report filter options has a box to check to show only activities that do not have a linked contact. It would be helpful to also have box to check to only show activities with a linked contact.

    6 votes
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  18. Notes by Contact report

    Allow Note comments to be added to report by date outlined in filter.
    EX Original note date 07/14/17 Comments made on 08/01/2017 (notes report filtered for 7/24/17 thru 08/08/17. ) Though the original does not appear due to date filter,please allow the comment to appear in the report as it is within the filtered date range. AT this time the report only allows for recognition of the original note date.

    5 votes
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  19. Included salutations on reports

    It would be helpful to have the salutation field included on reports. I hand address birthday cards each month and use the "birthday report" to print off the list of birthday cards to reference when hand addressing the envelopes. If the client is a doctor with the salutation of "Dr." it doesn't show up on my report to reference when addressing the envelopes. Currently, my work around is to change the first name of the contact to include "Dr." as part of the first name.

    9 votes
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  20. Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under Contact

    Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under the Contact header on the main menu bar. Visually, they are well displayed but there is no print format option.

    4 votes
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