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86 results found

  1. 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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    5 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. 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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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  3. 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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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. 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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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. 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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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  6. 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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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  7. 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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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  8. Account UDF Report Filter Enhancements

    It would be very helpful to have more filter options when running the account UDF report. I would like to choose the UDF but then make sure it only pulls open accounts. We like to keep the UDFs in closed accounts for the sake of record keeping.

    22 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  9. 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
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  10. Apply quicklists to any report to look at results for specific groups of clients, especially in activity reports

    If I wanted to look at upcoming appointments for our Gold clients, or for clients with a certain status or category, I have no way of applying the current quicklist to the activity report. If I could apply a quicklist, the report could run more quickly, and only give results for the clients I am concerned about.

    21 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. Personal Profile Form - Accounts Ownership

    On the personal profile form I like how you list the accounts of the household but don't like you can't tell whose account is whose.

    20 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  12. 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
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  13. Create a Report for Daily Actions in Tailwag

    Please create a report that can be filtered, by user and attendees, to show a consolidated list of actions (notes, activities, workflows) adjusted, completed, created, or assigned for the day. This would allow for a snap-shot of the days work in Tailwag that I did. Reducing the need for multiple individual emails to attendees, regarding all the items I processed in a day.

    Pertinent information would be: User, Attendees, Contacts, type of action (activity, workflow, note, etc.), Nature of action (created completed, updated, assigned), Date, Subject, and any other suggestions people have to make this a true snap-shot.

    Currently there…

    19 votes
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    5 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  14. When downloading an activity report in PDF, please have the priority levels (1-6) listed in the PDF.

    If I print out an activity sheet in PDF (though has the function in Excel) it doesn't have the priority levels. Would like to easily distingush beween our most important tasks (1), to task in process like larger projects (6).

    19 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  15. 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
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  16. Ability to filter Notes report for additional clients after creating first report

    We can create Notes report and filter it; but to repeat the process for additional clients, we have to go back to square one (Notes/Reports/Filter).
    Allow us the ability to save the first pdf report and then go back to "Filter" and change those parameters without the software freezing up.

    18 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  17. Contact Options - Reports

    Hello. Please make a change to allow the Reports under Contact Options to be customized. It would be fantastic if we could custom select which fields we want to include in these reports. Thanks for your consideration.

    18 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  18. Incorporate a more flexible report writing function. Allowing users to created detailed reports.

    18 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  19. Add a Mail Merge Field for excluding deceased spouse/ family members

    This is a problem for our bulk correspondence with clients, as a spousenickname-firstname field still turns up the deceased's name in our letters. Please add an option to exclude this.

    17 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  20. 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
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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