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!
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228 results found
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Report Disclosures Editablility
Report disclosures:
1) Should only be editable by Administrative users
2) Should have the ability to change font size due to various lengths of disclosures (or so font isn't same size as the rest of the report)
3) Should be standard length of characters among all reports (one report current allows 6 lines of text whereas another report allows 8 lines of text)1 voteThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 voteThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Activity Report
Can we add a column for account number in the report? This will be a big help to our compliance department!
3 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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More Detailed Activities Report
In Activity Report I can generate a report that shows completed appointments by advisors YTD and in the last 12 month. However - I need to identify the advisor the appointment was assigned to as well as the Avisor of the client (sometimes they are different) and the client type - A+, A, B or C. If I send the results to search and custom import it I will lose the appointment information.
10 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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4 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Confidential Personal Profile PDF Naming Convention
I love your Confidential Personal Profile PDF. Is there any way that the default name for it could incorporate the client’s name instead of just “personalprofileform.pdf”? In other words, it would automatically produce a PDF named something like “John Doe Personal Profile”. Otherwise, I have to go through the trouble of renaming every Profile pdf I produce.
1 voteThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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