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!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. Navigation on Reports

    For reports generated that are multiple pages, a navigation bar is produced at the bottom of each "page" of data. Can this navigation bar be both at the top and the bottom of these reports to eliminate the need to scroll top the bottom before advancing to the next page. If the list is alphabetical, you can quickly move through the pages to the page you need to view.

    7 votes
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  2. allow us to run reports based on how old an account is

    important to be able to locate accounts based on age due to multpile opportunities that exist

    2 votes
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  3. In changing the "Reminder Date" under "Reports"/"Birthday Reports", format, this column does not fill when exported.

    The new format is 2021-03-11. The previous format was 03/11/1953. I do not know why this was changed. With the new format not exporting to the Reminder Column, it creates more work for me to reformat the date for my report to the advisors.
    I strongly suggest that this be changed back to the previous format.

    1 vote
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  4. Remove account balances on beneficiary report

    Give the option to remove account balances on the beneficiary reports. This could be to be able to check and uncheck them in the Custom Reports or just removed them completely from the Beneficiary Reports. Account balances have very little to do with what beneficiaries a client chooses.

    15 votes
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  5. Exclude "All Day" Activities from reports

    Would be a nice feature to exclude all day, or JUST show all day activities from reports.

    3 votes
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  6. duplicate contact report

    The duplicate report should have additional header choices such as social security number and Date of birth that way you don't need to go individually into those records to figure out if they are duplicates. Also once you combine contacts, they should not stay highlighted. The page should automatically refresh. It is a waste of time to manually refresh or to manually unclick each highlighted record you just combined.

    10 votes
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  7. Account Owner Report

    Why is there no report that shows who is listed in the accounts screen as owner(s) of an account. We can get a report showing the contact the account is tied to but that is not helpful if we would like to see who the joint owners are on an account or if we have missed noting them as an owner. What is the point of being able to note account owners on the account screen if we can't run a report on them?

    7 votes
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  8. Creation of Report to report on Best Interest (CRS) Dates

    It would be extremely helpful if you could create a report in the Reports section where you could see all accounts with information completed in the Best Interest section on the accounts. Currently, you can run a Client Summary report under Fiduciary Reports but it automatically filters, showing only tax-qualified accounts with no way to include all accounts. Can you also create fields for the Best Interest (CRS) on the Custom Export Template?

    24 votes
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  9. Notes report by contact

    When running a notes report by contact, the notes displayed are in date order. When selecting the PDF option, it does not keep the order displayed. The PDF option should convert to PDF what is displayed similar to what a print to PDF would do.

    5 votes
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  10. Option to sort "Notes by Contact" reports by client name

    I'd love to be able to sort the "Notes by Contact" report by client names. That way when viewing you can see the notes/actives chronologically by client vs. just by date. It would be helpful to see all the notes pertaining to each client grouped together.

    3 votes
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  11. Tracking Training Webinars

    It would be great to to be able to track what users watch webinars. We want our staff to better utilize the training that RedTail offers and create mandatory webinars to watch by certain dates. However, right now its more of an honor code if they complete the training since there is no way to track it

    6 votes
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  12. Combined Email History and Note Report for Household

    We would like to be able to export a report that shows all notes and email history for a household. That way when an advisor is ready to go into a meeting he could glance at a report that shows all client communication for the last year (all notes and emails for the household). Right now this is 4 separate reports - notes for both spouses and email history for both spouses.

    16 votes
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  13. report grouping by family

    When I export a report showing activities by contact it lists the contact(s). It would be nice to have a field to allow me to sort by "family" and not have the wife's activities cluster together, the husband's activities cluster together, the activities with both of them cluster together.

    4 votes
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  14. Make an option to output the Beneficiary Report landscape

    Please have an option somewhere to switch the beneficiary report to landscape -- we use the report in our client reviews and all other pages are landscape. Thank you!

    27 votes
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  15. For the Activities Reports, it would be nice if you added one more column - Contact status. That would be so helpful. Thank you.help

    For the Activities report, it would be so nice if you added one more column for contact status. This would be so helpful. Thank you.

    1 vote
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  16. Quicklist Auto Update

    It does not appear that Quicklists automatically update as new contact groups are entered or when existing contact groups are modified.

    This would definitely be a time saving feature.

    Please let me know if this is in the works.

    Thanks!

    6 votes
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  17. Personal Profile

    Include "Memberships" in the report so we can see the names of adult children and other family members. Or consider including a few customization options in the personal profile form, memberships being one option.

    10 votes
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  18. large report export

    Time and resources need to be spent on upgrading the capability of your reporting functions. It is little use to me to be able to pull a report (activities by contact for example) that is 1000 lines long and then not be able to export it.

    Contacts to support are met with "make the report smaller" this is tedious, hit or miss and extremely time consuming and frustrating.

    It is amazing to me that such a powerful CRM cannot handle the simple export of data larger than about 180kb

    While you are at it, the ability to schedule the same…

    6 votes
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  19. Contacts not Permissioned, Filter by Type of Contact

    When running the Contact NOT permissioned report, we should have the ability to identify each contact by the type of contact they are (individual, business, trust etc..). I know in our firm, we usually do not permission companies unless the company themselves are our clients. Because of that, our report for this feature has 100's of business names mixed with individuals and we would love to filter between the two

    3 votes
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  20. Contact Record Return To Report

    Is there a way to go back to a Report if, after you have ran the report, you click on one of the Contacts and then want to return to the Report? I just ran a Fiduciary report and then clicked on a Contact but didn't see an option to RETURN to the REPORT; the only way would be to OPEN the Contact in a new tab/window?

    6 votes
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