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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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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228 results found

  1. portfolio summary

    1. Add the ability to sort Portfolio reports by type of account (e.g., Insurance v. Investments)
    2. Add Death Benefit and Cash Value instead of "Balance"
    3. Insert a page break as needed so that an account information doesn't get split between two pages.
    4. Allow for logo to be included on reports
    18 votes
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  2. Report on Database Users

    Within User Management being able to export a report on who is an active or disabled user.

    4 votes
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  3. Workflow Reports to include more detail such as complete workflows and outcome info.

    The Workflow Report shows the current step. The workflow task report shows the current step and task but not the user/team/role assigned. You also can't see any completed info on the workflow task report. If you are managing an office and trying to review where multiple employees are on all of their workflows including what outcomes they've selected for certain steps, you have to go to each individual workflow and run the timeline report in order to see the outcome itself. There isn't another report that shows this. I just watched a webinar on 6/6/18 about workflows. The host expressed…

    30 votes
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  4. Account UDF Report Filter Enhancements

    It would be very helpful to have more filter options when running the account UDF report. I would like to choose the UDF but then make sure it only pulls open accounts. We like to keep the UDFs in closed accounts for the sake of record keeping.

    22 votes
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  5. UDF Report result count

    When running a UDF report (or any) I want to see a count of the number of results at the top. Otherwise I have to export to excel to count quickly,

    7 votes
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  6. adding mailing address to Personal Profile Form

    Add Mailing Address to Personal Profile Form
    We print this form to keep in clients physical file. Mailing address is more important to us then residence, but it does not print on this form. It would be great to have that added. It would also be very helpful to add memberships to this form. What would be even better is to make the form customizable!

    17 votes
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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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!

    6 votes
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