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86 results found

  1. Reports > Fiduciary > No Contact > Add Advisor fields

    We are using the Fiduciary > No Contact report to keep on top of our client contacts in 2019. It is great to have this function available.

    One problem is that we have four Financial Advisors... so this report is kind of overwhelming without knowing which client is serviced by whom. It would work much better if we could sort or filter by Advisor, whether Servicing or Writing. Or if you are going in the direction of using Roles, then the Advisor, Associate Advisor, and CSA roles. I don't really care which approach you use, just pick one!

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. Family Report

    When running a Family report you can only do it on one client. Please consider a way to run a family report on all clients at the same time so you do not have to go to each client one by one to run the report. We would like to have one report that lists all family members for each client. When running a membership report some children do not have the same last name as their parents so they are not listed with the parent they are some where else on the report according to their name. It would…

    13 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Pinned Post Report

    Create a report where it'll show all pinned notes in the database.

    10 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Contact Options - Reports

    Hello. Please make a change to allow the Reports under Contact Options to be customized. It would be fantastic if we could custom select which fields we want to include in these reports. Thanks for your consideration.

    18 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. 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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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  6. Please consider adding the "Nick Name" in reports, especially Birthday Reminder and Seminar Reports

    8 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  7. activity permissions report

    Can we add to the Report options: Activities NOT permissioned? This would be helpful.

    9 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  8. Add description to custom export templates

    It would be helpful to have a Description field for the Custom Export Templates so we can remember what each one is for.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  9. 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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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  10. Account by contact and owner

    I would like to export an account list with all the contacts associated with that the account, specifically a row per contact/owner. When I need to issue statements this export provides that data on who get what statement. An example being an organization or trust that statements get issued to multiple people

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. 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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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  12. 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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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  13. 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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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  14. 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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    5 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  15. 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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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  16. 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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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  17. 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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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  18. 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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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  19. 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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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  20. 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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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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