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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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228 results found

  1. Contact by state report includes work address

    The contact report of Contacts by State is including home and work addresses. So clients can be listed twice if they work in a different state. It would be better for this report to pull the primary address - which would be the state of residence for tax and licensing purposes.

    12 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  2. Have a filter in reports for activities without the 'all day event' box checked

    Please have a filter in the activities by contact report for all activities without the 'all day event' box checked (similar to "show only repeating activities" etc.).

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Print all Dependents on the Personal Profile form

    On Leapfrog all dependents (up to 5) printed on the Personal Profile form. Now it seems only children print. Please update Tailwag to print all dependents like before.

    NOTE: Our advisors find this form VERY VALUABLE!

    32 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Duplicate account number report - please

    You recently added a "Contacts by Duplicate Name" report and this is a great help - well played!

    Another tremendous help would be an "Accounts by Duplicate Number" report based on all of the issues that firms must handle with the automated account feeds.

    32 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. beneficiaries

    Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.

    57 votes
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    5 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  6. include Created Date in the task report so that we can know the aging of open tasks for a team. Now we must call it in to request data.

    2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  7. Add a Mail Merge Field for excluding deceased spouse/ family members

    This is a problem for our bulk correspondence with clients, as a spousenickname-firstname field still turns up the deceased's name in our letters. Please add an option to exclude this.

    17 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  8. Contact by AUM report

    Include option to go by "Family Assets"

    70 votes
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    7 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  9. provide a place for us to put our company name, contact info, logo, and/or tagline on reports.

    To provide ongoing client awareness of the services firm with whom they are working and easy access to contact the advisors, it would be very helpful, and also would look great, if we could put our company information/logo on reports. Thank you.
    Christy

    45 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  10. Incorporate a more flexible report writing function. Allowing users to created detailed reports.

    18 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  11. When downloading an activity report in PDF, please have the priority levels (1-6) listed in the PDF.

    If I print out an activity sheet in PDF (though has the function in Excel) it doesn't have the priority levels. Would like to easily distingush beween our most important tasks (1), to task in process like larger projects (6).

    19 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  12. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    222 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  13. Save 'Common Filters' on Activity Reports

    currently, you can run activity reports by activity, user, etc. This is very helpful, but takes a lot of clicks. Give users the ability to "save" their commonly run activity reports.

    235 votes
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    27 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  14. Account Report with ALL Fields and Notes/Activities associated with Account

    Please create a report that we can print (preferrably in pdf or word format) that includes ALL the fields we fill in on the individual account page in Redtail. Include the notes because we use this field to put in additional information pertinant to the investment or annuity etc. This report could be printed for client meetings without having to pull up Redtail in front of the client.

    12 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  15. Create a "Business Personal Profile Form" for Business Records

    Printing a personal profile report is great however I also need the capability of printing a profile report that is catered toward my 'business' contacts. Making sure the profile report has been created with 'business' information rather than a family's information.

    33 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  16. Add As Of Date to Portfolio Summary and Portfolio Detail Reports

    give us the ability to view date of value and amount on the portfolio summary or portfolio detail report.

    22 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  17. Add a feature to reports that highlight "created by" catagory

    4 votes
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  18. I would like to be able to search for appointments I have scheduled for myself ( for people that are not redtail clients)

    add a report in activities; assigned to me by me.

    2 votes
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  19. Add data in Important Info section to Confidential Personal Profile page

    We use the Confidential Personal Profile page during all appts, but it is specifically helpful for out of town appts, where we verify the info with the client. We place data in the Important Info section that doesn't have a "place" specified on the Contact screen, but is data we use during appts or need to verify during appts.

    6 votes
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  20. 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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