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. No contact report

    No Contact Report - The report pulls from Activities. Can it be all inclusive to include workflows and E-mail history? There are plenty of e-mail touches that do not require an Activity to be created.

    6 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  2. We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them.

    We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them. Not all joint owners are spouses and after integrating we need to validate information to make sure all accounts are listing under the co-owner.

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Primary number and address stand out on Personal Profile Form

    On the Confidential Personal Profile form, it would be helpful to have the "Primary" contact information stand out among the rest of the numbers and addresses listed. The Primary numbers and addresses are mixed in with all of the others on the form, with no way to differentiate.

    9 votes
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  4. If favorite contacts, why not favorite reports?

    It must have been a slow month for the developers when all they came up with was the ability to make a contact a favorite.

    How about being able to create standing reports that can be re-RUN instead of re-CREATED every time they're needed?

    6 votes
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  5. Ability to filter 'Notes by User - All Time' report by date

    I would love the ability to filter the 'Notes by User - All Time' report by time period. That would be great!

    6 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Account filter to generate that report export

    When I run and advanced search and lets say, search for account status open, I get a list of contacts that have open accounts. However, when I try to export this list, I get ALL accounts that the contacts that may have had 1 or 2 accounts that were open, now showing ALL their accounts. This is a terrible process as then I have to manually remove the account statuses I never wanted in the first place again. Your filter tool should be able to filter account data all the way to the report export otherwise it's not very useful.

    4 votes
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  7. Add opportunity value to prospect reports

    My boss needs to be able to see prospective client info and the opportunity value they might bring to the firm, as well as opportunity value for those clients who have termed, and the opportunity value of clients who are involved in a workflow according to the owner of the workflow for business plan purposes during meetings. It would be great to be able to do this!! Its great that I can pull up a list of all prospective clients, but being able to print a report that shows this client list along with the opportunity value totaled at the…

    1 vote
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  8. Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"

    I would like to be able to filter all account by status "manually entered" vs. "from feed" once I export them to Excel document. Right now this column and option is missing. It is only available through RT reports, but it does not export to file.

    Could you please add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"? Thank you.

    8 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Aggregate Morningstar Reporting through Redtail

    Would like the ability to print a Morningtar Report (Snapshot or X-Ray) on an aggregate level, by selecting ALL household accounts. Right now it is only on an individual level.

    1 vote
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  10. 7 votes
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  11. Report of No Future Activity Filtered with Tags

    I would like to have a feature where I can run a report for no future activity by advisor and then filter that with tags or keywords. It would allow me to fun a report by advisor and then further break it down into types of client (fee based, managed, etc).

    3 votes
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  12. Deceased Status & Death Date on Personal Profile

    I would love to have the Death Date and the status of Deceased on the personal profile, i hate the idea of disconnecting a family and not have the deceased spouse on the personal profile so this would help with that

    51 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Personal Profile Form & User Defined Fields

    Please update form to be able to select multiple User Defined Fields to add to a client's report. It makes sense to allow more customization within this report so that we are able to print a presentable report to the financial advisor for review in client meetings. For different clients, we may require different information so please allow us to customize this report. The only other option for a report that incorporates all the necessary detail is to print it in a messy excel spreadsheet. Not acceptable in a client meeting. Thank you.

    1 vote
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  14. Create a client report that will allow you to filter/export the client name and email addresses in an Excel document.

    Simply have a report that allows one to Export an Excel Document with the Client Name and Email Address and/or contact details. i.e. phone address.

    1 vote
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  15. 33 votes
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  16. Backup of client data offline

    We need a way to back up our data, notes, archived emails offline. All investment advisors are required to have contingency plans, so if internet goes down in an area for extended period of time or even short term, we can't see our client data. I would like to be able to backup my client data periodically onto a local hard drive for safekeeping should something happen and I need access.

    Even if its report driven, give us the option to filter so we can back up specific clients for a range of dates would be helpful.

    10 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Make it easier to navigate back to the last place

    When creating a report for the purposes of database clean up I noticed that when I leave the report to go into the customer file/page to clean it up, I am automatically directed back to the top of the report when I go back into it to proceed to the next customer page. Is there a way to be able to go back to my place in the report. I have reports that have hundreds of names in them, to have to page back several times to get to my last place makes a tedious job that much more tedious.…

    2 votes
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  18. portfolio summary

    For Portfolio Summary show the face amount of the life insurance policies.

    1 vote
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  19. client account summary report

    We would like to have a report that could be given to a client that shows company, product, type, tax status, and value that looks nice. The Portfolio summary report is ok but needs some work. It would be nice to hide or exclude certain accounts from the report. I.E. a life policy cause it doesn't seem that relevant. Second it would be nice to sort them by tax type. "here is all your ira accounts" here is all your roth". Also consolidate the line items about ownership or remove them so each account doesn't take up a ton of…

    3 votes
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  20. Accounts By Status

    The Report "Accounts By Status" should change the name to "Accounts by Open/Close" since the word "STATUS" is used in Contact Details as a user defined field and this report does not reference that field.

    3 votes
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