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Welcome to our official Redtail CRM feedback forum!

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228 results found

  1. portfolio summary

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

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. 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.

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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. 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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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. 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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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. For the Activities Reports, it would be nice if you added one more column - Contact status. That would be so helpful. Thank you.help

    For the Activities report, it would be so nice if you added one more column for contact status. This would be so helpful. Thank you.

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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  6. 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.

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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  7. Crucial Report

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

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  8. birthday reminder

    Can you please add back the option to pull client birthdays in a certain month under the birthday reminder report? It was recently changed to just showing "30 days out" or "7 days past", but we just want to be able to pull the a month's worth of birthdays so we can prepare birthday cards to mail out. (ex: month of July)

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