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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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228 results found

  1. workflow report bulk actions

    Please allow bulk selection/changing/actions on the Workflow Report and Workflow Task report. For example, being able to select multiple and completing them all at once

    12 votes
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  2. Contacts by State uses the Business Address State.

    Contacts by State uses the Business Address State. Please give us a way to change the report to use the Home Address State.

    9 votes
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  3. Confidential Personal Profile

    Would love to have other fields on this for progress reviews such as:
    Personal Interests
    UDFs
    Professional Contacts
    Employments

    10 votes
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  4. Crucial Report

    Can we have a report with, acct #, Actual Investment objective/model, and UDF of our choice?

    1 vote
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  5. Custom reports showing specific meeting notes filtered by category.

    So I would like to see one report quarterly for clients including:
    Pedigree info 0 Spouse, kids, hobbies
    Opportunities
    Notes from our last meeting (not necessarily ALL notes
    Planning Ideas ( i created a Planning idea category for notes)

    5 votes
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  6. label

    The Microsoft software used is out of date. The reports show up in Microsoft 2003 format, which has caused some issues with generating the mailing labels to print out on the sticker templates. I think the software for the reports needs to be updated.

    11 votes
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  7. 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.

    10 votes
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  8. Modify the Last Activity report filter

    We should be able to select the type of activity you want to filter out when using the Last Activity export feature. Currently, it just pulls the last activity, whether it is a meeting, phone call or task. I would like to be able to further specify the type. Last phone call made to a client etc.

    15 votes
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  9. It would be helpful to be able to run a report for both held away accounts and AUM accounts

    Defining the accounts that are listed as AUM under the Account types on the landing page of CRM would be very helpful for support that accounts are identified in CRM correctly.

    4 votes
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  10. Search filter fields in reporting, etc.

    This really applies to anywhere you filter your options, but being able to search the dropdown filters would be WONDERFUL. I am especially thinking of the Account Company, Account Products, and Account Type fields. They are so long, and most of the time I am trying to filter by a mix of criteria and I find that I scroll past what I need.

    9 votes
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  11. 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.

    17 votes
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  12. add filters to contact by state report; active verses inactive etc.

    add various filters to the contact by state report; had to manually edit it. would be nice to have options to filter.

    6 votes
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  13. Search account type (etc.) when filtering in reporting

    The account type list is extremely long, so it would be nice to search in the filters in addition to scrolling through a list to check the types you want to filter by.

    10 votes
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  14. 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.

    13 votes
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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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