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.
228 results found
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThe 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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Seminar Attendee Export as CSV
Add the ability to export list of seminar attendees as a CSV with information including their Redtail ID.
Ideally you would be able to select multiple seminars from the page and export all the attendees at each seminar in one sheet.22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Offer editable Reports in .pdf!
We have to Customize our Reports and the only option you have is to create them in Excel. However, when they are in Excel, we have to re-format them Each Time, and then we have to sift through Every Cell because the data is garbled with a BUNCH of " "s. We have not figured out WHAT they represent (extra Spaces, Returns, starting of Paragraphs?) within the Details Section of Activities or Notes. If we did, we would avoid them when entering it in Red Tail in the FIrst Place. It's very Frustrating and TIme Consuming. Any Reports that are done…
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add As Of Date to Portfolio Summary and Portfolio Detail Reports
give us the ability to view date of value and amount on the portfolio summary or portfolio detail report.
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThe 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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professional contacts report
I can now run a report based on professional contacts. However, when I send the results of that report to search (say, to send a broadcast email to all the CPAs of clients,) it sends the clients, not the professional contacts.
Is there a way to pull a list of professional contacts, then send THAT to search?21 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThe 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 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 votesThe 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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beneficiary
It would be nice if the beneficiary reports could calculate the dollar amount each beneficiary receives based on their percentage on the reports.
20 votes -
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 votesThe 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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Combined Email History and Note Report for Household
We would like to be able to export a report that shows all notes and email history for a household. That way when an advisor is ready to go into a meeting he could glance at a report that shows all client communication for the last year (all notes and emails for the household). Right now this is 4 separate reports - notes for both spouses and email history for both spouses.
19 votes -
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 votesThe 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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RMD
With the recent update for filtering the RMD for contacts 72 and older. It would be nice to add to include individuals who were already 70.5 before the SECURE Act was passed and who will have to continue taking an RMD; until it is no longer relevant.
19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Customizing reports
I would like the ability to customize the columns in a report. Specifically, the UDF reports by contact should have servicing advisor, status and category, or allow the ability to add additional columns. Sending to search does not include the information from the report and as UDF's are not part of advance search it turns a great report into a multi step export to obtain the information that is not nearly as clean.
19 votes -
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 votesThe 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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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 votesThe 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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18 votes
The 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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Annual Review Report
Can we get a comprehensive report to use for annual reviews? Outside of gathering information, a CRM should provide users of all experience levels a snapshot of the data that tells a quick story to address client questions and issues, train new staff, complete client reviews and quickly bring any successor advisor up to speed with the overall plan and purpose of service. You have most of the necessary content to accomplish this. If you could just neatly combine it all on the Confidential Personal Profile Report, you would have a very powerful tool.
Here are a few suggestions of…
18 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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portfolio summary
- Add the ability to sort Portfolio reports by type of account (e.g., Insurance v. Investments)
- Add Death Benefit and Cash Value instead of "Balance"
- Insert a page break as needed so that an account information doesn't get split between two pages.
- Allow for logo to be included on reports
18 votesThe 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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