Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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.
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228 results found
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birthday reminder
Can you please add back the feature under the birthday reminder report to pull a certain month of birthdays of a certain type of client? Right now all you can pull is options like "7 days in the past" or "30 days in the future". We want to be able to go in and pull all current clients in a certain month so we can prepare the birthday cards ahead of time.
2 votes -
create report aggregating clients by region or state
create ability either via report or otherwise to generate a list of clients or households, in aggregate; we need to see a summary of total assets by household either by state or by region (we would love to see a region field created, right now we use the writing advisor field to save this info)
2 votes -
Report field value formatting
When running UDF reports, the results that show on screen does not retain formatting (shows like html). Would be nice to be able to see the formatted results without having to print to PDF first.
2 votes -
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 -
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 -
Report Disclosures Editablility
Report disclosures:
1) Should only be editable by Administrative users
2) Should have the ability to change font size due to various lengths of disclosures (or so font isn't same size as the rest of the report)
3) Should be standard length of characters among all reports (one report current allows 6 lines of text whereas another report allows 8 lines of text)1 voteThe 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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Confidential Personal Profile PDF Naming Convention
I love your Confidential Personal Profile PDF. Is there any way that the default name for it could incorporate the client’s name instead of just “personalprofileform.pdf”? In other words, it would automatically produce a PDF named something like “John Doe Personal Profile”. Otherwise, I have to go through the trouble of renaming every Profile pdf I produce.
1 voteThe 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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Add Activity Date colum to Contact Last Activity Report
When running the "Contact Last Activity Report" it only shows the activity completion date, adding a colum for the actual activity date would helpful, especially if you are late marking activities complete.
1 voteThe 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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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 voteThe 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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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 -
Add option to download client content into Word doc
When downloading/exporting information, add option to download into a Word doc instead of just the current options of spreadsheet or PDF. We tried to run a compilation of client notes/activities for a year-end recap, but editing either a spreadsheet or PDF was too cumbersome. If we had been able to download into Word, it would've made the process so much easier.
1 vote -
Activities reports overflow
When I run any of the activities reports, some of the columns that show information overflow off the page and there is no horizontal scroll bar to reach the information. Can only reduce browser size with Ctrl & - to zoom out in order to see the info or use the arrow key which you wouldn't know to do so if you didn't already know there was more information to the right of the page.
1 vote -
activities report to show contact name
Please add a linked contact column to the Activities by contact report. That is the only report where I can get a holistic view of all activities whether they are assigned by me, assigned to me or assigned by others to others, but I can't tell who the linked contact is when I use this report.
Or alternatively, create another activity report that has the same columns as the Activities assigned by reports that can show ALL activites.1 vote -
ability to filter UDF dates by greater than, less than or between for dates
Currently only allows equal to not equal to.
1 vote -
Report with Activity Creation Date
I would like the Activity Reports to include a column for the Activity Creation Date. It is critical for us to be able to determine when an activity was completed in relation to it's creation date in addition to the start and end date which may be changed by users at any time.
1 vote -
Edit the accounts by agent name report
Limit the viewing capabilities on the "account by agent name" report. Unfortunately, all account numbers and contact names are visible to every user through the account by agent name report.
1 vote -
When pulling a report, it would be helpful to pull using Primary Address only.
When pulling a report from Redtail, I would like to pull contacts based on their primary address only.
1 vote -
speak
Allow the database owner to assign a user to run speak reports. Currently, only the database owner can run the reports. This is not helpful in the event of an audit as the database owner isn't the CCO.
1 vote -
A report for address updates made within a certain timeframe
Provide a report for address updates made within a certain timeframe
1 vote -
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
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