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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!

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228 results found

  1. Custom Export from Reports

    I would like to be able to custom export from the accounts by contact report and other reports so I can get the information I want for the items in the report from the applied filters.

    for example, in the current report, I cannot filter by or export the issue date

    and if I use the search, then ALL accounts export and I do not want that- I only want accounts of a certain Type and status in the results.

    38 votes
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  2. Contact by duplicate name report should consider middle name & suffix

    This report needs to take middle name and suffx into account. "John A. Smith" and "John W. Smith Jr" really shouldn't be considered duplicate records.

    34 votes
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  3. make comments and linked documents part of the notes search

    Notes are searchable, but comments and document names are not. It would be helpful to hit all when searching notes.

    33 votes
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  4. Create a "Business Personal Profile Form" for Business Records

    Printing a personal profile report is great however I also need the capability of printing a profile report that is catered toward my 'business' contacts. Making sure the profile report has been created with 'business' information rather than a family's information.

    33 votes
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  5. Print all Dependents on the Personal Profile form

    On Leapfrog all dependents (up to 5) printed on the Personal Profile form. Now it seems only children print. Please update Tailwag to print all dependents like before.

    NOTE: Our advisors find this form VERY VALUABLE!

    32 votes
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  6. Duplicate account number report - please

    You recently added a "Contacts by Duplicate Name" report and this is a great help - well played!

    Another tremendous help would be an "Accounts by Duplicate Number" report based on all of the issues that firms must handle with the automated account feeds.

    32 votes
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  7. 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
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  8. Make an option to output the Beneficiary Report landscape

    Please have an option somewhere to switch the beneficiary report to landscape -- we use the report in our client reviews and all other pages are landscape. Thank you!

    30 votes
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  9. 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
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  10. Workflow Reports to include more detail such as complete workflows and outcome info.

    The Workflow Report shows the current step. The workflow task report shows the current step and task but not the user/team/role assigned. You also can't see any completed info on the workflow task report. If you are managing an office and trying to review where multiple employees are on all of their workflows including what outcomes they've selected for certain steps, you have to go to each individual workflow and run the timeline report in order to see the outcome itself. There isn't another report that shows this. I just watched a webinar on 6/6/18 about workflows. The host expressed…

    30 votes
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  11. Report to show client name, future and last appointments

    A report that will give client last name, first name, date of last appointment and date of future appointment. Currently you can only pull activities, which may not be appointments, or set a date range, which may mean you miss some appointments.

    28 votes
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  12. UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf

    We want to utilize the UDF fields for our client meetings and be able to print out certain fields, such as RMD, Systematic Withdrawals, Contributions, Etc...As of now, we can only choose ONE UDF or ALL the UDF fields to export into a pdf. We would love to be able to have the option of which UDF field we want to export as a pdf. And no, a custom export will not work for what we are trying to accomplish, we need a pdf format for what we are trying to accomplish.

    28 votes
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  13. Reports > Contacts > No Contact > Add Writing Advisor Filed

    We have 14 Financial Advisors... so this report is useless without knowing which client is serviced by whom. It would work much better if we could filter by writing Advisor.

    27 votes
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  14. Please add client picture to the Personal Profile Form

    It would be quite helpful if I could print a report that had basic information for a client and family, along with pictures of each. As my client book grows, it's important that I stay close and personal to clients. If I had a report with names of a family, pictures, and maybe even personal likes and interests, that would give me GREAT information for the start of a meeting, which we like to keep on the personal side rather than on the business side of talking points.

    26 votes
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  15. 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 votes
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  16. When printing a Confidential Personal Profile, print ALL addresses whether home, mailing, additional 2nd home addresses, etc

    When printing a Confidential Personal Profile, print ALL addresses but foremost both home and mailing addresses. Also on contacts that have a 2nd home, etc.

    26 votes
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  17. 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
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  18. 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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  19. 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
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  20. 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 time

    24 votes
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