Skip to content

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.

How can we improve Redtail Technology's CRM?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

228 results found

  1. Add description to custom export templates

    It would be helpful to have a Description field for the Custom Export Templates so we can remember what each one is for.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. portfolio summary

    1. Add the ability to sort Portfolio reports by type of account (e.g., Insurance v. Investments)
    2. Add Death Benefit and Cash Value instead of "Balance"
    3. Insert a page break as needed so that an account information doesn't get split between two pages.
    4. Allow for logo to be included on reports
    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. account udf bulk add

    I track RMDs for clients on an account level and a contact level and I have to manually add each account level UDF every January. This should be accomplished by a bulk add. And of course to do that it means that we will need an advanced search for the account level as well as contact level (So I can search for open IRAs and get open IRAs instead of closed IRAs and open something else) which is how the current advanced search works.

    41 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  4. Account by contact and owner

    I would like to export an account list with all the contacts associated with that the account, specifically a row per contact/owner. When I need to issue statements this export provides that data on who get what statement. An example being an organization or trust that statements get issued to multiple people

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  5. Print Full Activity Details, Including Linked Notes

    Currently when printing an activity, only the portion of the description box that is showing on the web screen at that time appears. Additionally, the Linked notes are not printed out with it. If they are printed out with it, they are cut off and listed as (more...). We need to see all of the details surrounding that activity in an easily printable format.

    24 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  6. adding mailing address to Personal Profile Form

    Add Mailing Address to Personal Profile Form
    We print this form to keep in clients physical file. Mailing address is more important to us then residence, but it does not print on this form. It would be great to have that added. It would also be very helpful to add memberships to this form. What would be even better is to make the form customizable!

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  7. Please add more robust tax report capabilities

    Please add a way to run a report with all the "Estimated Tax Information" fields: Adjusted Gross Income, Estimated Taxes, Tax Year, and Estimated Tax Bracket.

    22 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  8. Workflow Checklist Report - Add user and time/ date stamp

    On the workflow checklist I would like a time and date stamp including the user that completed it for the task and step of the person that completed it. I see on the report who it was assigned to as well as the due date, but not the actual date of completion nor who completed it.

    23 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  9. Report on Database Users

    Within User Management being able to export a report on who is an active or disabled user.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  10. udf report filter improvement

    When I run a report for UDFs sometimes I want to see all values for a certain UDF, not just a specific value. I should be able to leave the bottom to boxes blank if I want.

    30 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  11. report by role

    Be able to generate a report that shows contacts by there role and also a report that shows those not assigned a role.

    63 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  12. UDF Report result count

    When running a UDF report (or any) I want to see a count of the number of results at the top. Otherwise I have to export to excel to count quickly,

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  13. activities by contact report

    Please modify the Activities by Contact PDF report back to show Type and Category again. What is the use of having a filter to select several options if when you do the pdf report doesn't display both Type and Category.

    This report has gone backwards as now you have to select a particular Type & Category, run & print report and start all over again with the next Type & Category - not time efficient if you have several types & categories.

    Per the help desk, it has to do with the number of columns allowed on a pdf report.…

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  14. Missing UDF Report

    I need to run a report when a specific UDF is blank.
    I am starting to think redtail is only good for the little guy....we have a lot of clients...I need to quickly find clients that are missing data

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  15. Add flag on the Personal Profile Form that indicates which information is marked as Primary and Preferred on the Contact Card

    When the Personal Profile report gets printed, even though you have the option in RedTail to know if a address or phone number is preferred, there is no indication on the report if it is or not. Please provide a way of indicating this. Thanks

    20 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  16. Account UDF Report needs suffixes and middle initial for contacts

    I noticed on the account UDF report (and results) that the suffix and middle initial isn't present. As we have clients that we tell apart using the middle initial and suffix we need those to be visible at all times.

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  17. Beneficiary Report

    Is there anyway to include all names when running a beneficiary report on family account - or list the "family name?" right now it only shows the individual

    104 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    8 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  18. sorting in reports should display that way in PDFs

    Please allow sorting with the "importance" field for the final pdf version. Currently you can sort for the screen, but the pdf will not keep the order or show that field.

    25 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  19. udf use counter

    I would like to see in the UDF list how many contacts are using that UDF

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  20. Bulk Printing of Confidential Personal Profile

    It would be great if we could Bulk Printing of Confidential Personal Profile. Going into each family is very time consuming.

    31 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
1 2 … 7 9 11 12
  • Don't see your idea?

Redtail CRM

Categories

Feedback and Knowledge Base

(thinking…)