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.
228 results found
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UDFs by Account, filters
We would benefit from a filter added to the UDFs by Account report, in order to filter by Contact name, along with Account number or User Defined Field.
3 votes -
Ability to run a report on accounts with a specific balance
There should be the ability to run a report on accounts who do not meet a specific required balance rather than having to export all accounts and filter them in excel. For example, it would be very convenient to run a report and find all accounts that are under "***" value
9 votes -
REPORT to pull FINRA history from licenses tab of contact record
Please add a report to pull the FINRA history from the licenses tab of the contact record. We use Redtail to manage our advisors and their securities registration. It would nice to be able to run a report that allowed us to see in a glance if we have someone licensed in a specific state.
3 votes -
Preset Feature in UDF
Would love to have the a way to preset information within a UDF outside of just the title or "option" choices. We use UDF's very regularly in the office with the "any text" feature to allow for us greater flexibility of what information we want to add. We especially use UDFs for RMD or distribution information for a quick reference. I would love it if I could type in a UDF templates any text, the information we add regularly. So whenever I create a UDF, everything prepopulates within it so all I need to do is essentially fill in the…
9 votes -
Issue dates should be filterable and exportable via account reports
All account fields but especially issue date should be a filterable and exportable option when doing account reports
6 votes -
In Reminders Can you Please Add "Client Since" as a reminder option just like birthdays. This is a fast way to keep tabs on clients.
PLease add "client since" as an option in reminders so you can see daily any reviews upcoming....just like the birthday reminder that you can view daily to see upcoming birthdays....this seems to be an easy add since you already have several categoreis...
1 vote -
Nicknames on Birthday Report
Please add the clients' nicknames to the birthday report so that when we make birthday cards, we do not have to go into their profiles to see if they go by another name. This is especially helpful for when we have new staff or interns who may not be familiar with the clients yet to know to address the cards differently.
3 votes -
Add Start Date to Workflow Report
Please add the Start Date to the Workflow reports. I want to be able to easily track how long it is taking for my team to complete workflows. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.
3 votes -
Beneficiary report
Would you please consider adding beneficiary data to your report-writer function? This would include primary and contingent beneficiary information. With covid, we are trying to watch out for our clients without beneficiary data or for married clients without contingent beneficiary data. Thank you for your time.
16 votes -
A workflow task report that shows the details of the current step/notes entered like the Activities by Contact report
A workflow task report that shows the details of the current step/notes entered like the Activities by Contact report. Or a way to export the workflow with details, rather than just a list that is the result of an export currently.
3 votes -
Reports > Contacts By Review Frequency > Filters > Add All, Quarterly, and Servicing Advisor
Reports > Contacts By Review Frequency > Add All & Quarterly.
We enter the Contact frequency, then the Admins go to run the report... and they have to wade through separate drop-down filters for Monthly, Weekly, and Annual... and there is no filter by Servicing Advisor! No wonder the admins hate it! On the results page, please default to show "All", add an option for "Quarterly," and include a filter for "Servicing Advisor" also.9 votes -
Run reports and segment clients by premium amount
Not everything has AUM apply to it. For the insurance products, we need to be able to see premium dollars and runs reports on this data point.
3 votes -
Reports with Filter Templates
The ability to create filter templates when running reports would be awesome. I run several daily reports and a filter template would be great to make the repetitive process less.. repetitive :)
18 votes -
CSV Exports Incorrectly Display Special Characters
Some of our client have special characters in their name (such as ñ, á, é, í, ó, ú)
When exported to excel, these are displayed improperly.
Examples:
ñ becomes √±
é becomes éIs it possible for the .csv files to output as a .csv UTF-8 instead?
7 votes -
created by in reports
Allow all fields to be exportable. Example created by - you can run an advanced search but need an export/report on this
6 votes -
Add writing advisor to No Contact report filter
We use servicing advisor to show who is the rep on the account but we use writing advisor to show who is responsible for the account. It would be useful for us to be able to run no contact report by writing advisor.
11 votes -
Suffix listed on Profile Form
I would like to be able to see Jr, Sr, or III for clients with children that have the same name. This would help with confusion when both the parent and the child are clients.
7 votes -
on the personal profile could you put the font at 11 vs. 8 font. 8 font is very small
We use the personal profile for client folders to keep as a papercopy, but the font is 8. Can you increase the font to 11 instead of us having to increase the font ourselves. 8 is too small of font to read as you get older! :)
4 votes -
Allow Reports for Account Flags
We took the time to utilize the discretionary flag under accounts and now find out there is no ability to run a report that will provide that information. Please create a report or add a custom report where that flag can be selected.
14 votes -
Imagine a Gantt chart that can show a manager in one glance what workflow tasks are incomplete.
Currently, as the owner of my firm, if I want to see where we are falling behind on workflow tasks I have to go into every single workflow. a Single one-page Gantt chart with colors to code where things are incomplete could tell me the whole story in one glance. This would be a HUGE time saver. One of your competitors has this and I saw this at an FPA conference. was hoping it was RedTail and I see that it was not. You have so much good here, this would be the icing on the cake.
10 votes
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