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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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 -
Would like to see beneficiary, or inherited IRAs, included in the RMD report, to make sure these clients' RMDs are not overlooked..
Add an "OR" statement to include inherited IRAs in RMD report regardless of age?
42 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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7 votes
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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 -
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
54 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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buttons at top of reports
Can the buttons at top right of reports, specifically Duplicate Contact Names, be static so that as you scroll down the list the buttons are always accessible. Thanks!!
10 votes -
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 -
RMD
With the recent update for filtering the RMD for contacts 72 and older. It would be nice to add to include individuals who were already 70.5 before the SECURE Act was passed and who will have to continue taking an RMD; until it is no longer relevant.
19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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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 -
portfolio summary
For Portfolio Summary show the face amount of the life insurance policies.
1 vote -
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 -
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 -
Add page no's to the top of the reports as well as the bottow
If this is done then i don't have to scroll to the bottom of the page to know what page i'm on
1 vote -
Create a duplicate by phone number report
Create a duplicate by phone number report to make clean up practical. There are many similar names but phone numbers are more unique to a client. Thanks.
3 votes -
Report for contacts should be able to filter on contact type.
Report for contacts should be able to filter on contact type.
3 votes -
Make linked notes visible from the activity report
As a user I would like to see all the details of my activity within the report, please include linked notes.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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custom report
combine elements of activity and notes reports to manage staff. we have weekly staff meetings to review the week. if we can see open and completed activities and notes for a client/prospect. it would tell a better story of what we did for this person without having to go to multiple reports. we would run this report weekly for everything we did that week
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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report completed tasks
It would be great if we could run a report on completed tasks so we can see which users completed what tasks, not just the last user that completed a workflow that may include multiple people
Right now you can just run a report on open tasks, which doesn't credit users on how much they have accomplished over a course of time24 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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custom reporting
Let us be able to customize the way things show up on reports and / or create new reports from scratch.
On confidential personal profile, would like to be able to use alternate titles other than "client" and "spouse"26 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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