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.
86 results found
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Client Interaction Heatmap
Something that would be cool is if there was a list of clients that was arranged so I could visualize who I haven't interacted with in a while.
For clients whom I've recently seen, their name would come up as red/orange/yellow (hot) indicating I've just dealt with them. For clients whom I haven't dealt with in a while, their name would be purple/blue (cold) to indicate that I need to give them some attention.16 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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activity created by report
Would like to see a report that tells us how many appointments were set and which user set them. This could be accomplished by simply using an Activity report that is already out there (Activities by Contact) and adding the activity's Created by and Created Date fields.
15 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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Narrowing Down UDF Reports
It would be a really nice feature to be able to utilize more than one user define field to narrow down a report. For example, searching by a UDF that is a yes or no value, then narrowing THAT search down by another filter.
15 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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Missing UDF Report
I need to run a report when a specific UDF is blank.
I am starting to think redtail is only good for the little guy....we have a lot of clients...I need to quickly find clients that are missing data15 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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Please add filter columns back to the activity by contact report
please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column
14 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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Family Report
When running a Family report you can only do it on one client. Please consider a way to run a family report on all clients at the same time so you do not have to go to each client one by one to run the report. We would like to have one report that lists all family members for each client. When running a membership report some children do not have the same last name as their parents so they are not listed with the parent they are some where else on the report according to their name. It would…
13 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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We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report
work on this report for us. trying to clean up our clients' beneficiary data.need the report in order to do this efficiently. We need to capture beneficiary data for clients' accounts to reach out to the missing ones and get the info.
13 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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udf use counter
I would like to see in the UDF list how many contacts are using that UDF
13 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 by state report includes work address
The contact report of Contacts by State is including home and work addresses. So clients can be listed twice if they work in a different state. It would be better for this report to pull the primary address - which would be the state of residence for tax and licensing purposes.
12 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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activities by contact report
Please modify the Activities by Contact PDF report back to show Type and Category again. What is the use of having a filter to select several options if when you do the pdf report doesn't display both Type and Category.
This report has gone backwards as now you have to select a particular Type & Category, run & print report and start all over again with the next Type & Category - not time efficient if you have several types & categories.
Per the help desk, it has to do with the number of columns allowed on a pdf report.…
12 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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Note Report
We would like the ability to format/customize the Note Report in Redtail. When generating this report the information displayed isn't organized in a way we'd prefer. We would like the information to display vertically as opposed to horizontally (ideally be able to flip between both views). Listing Contact Name, Note Added, Account Number, Note, etc) on the left side in a vertical manner as opposed to a header horizontally.
12 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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Clients by zip codes charts
I would like to see and be able to have a list and pie chart for active clients according to zip codes. Easier and better to see what zip codes areas get our majority of clients. Better to target areas.
11 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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custom report to PDF to show Client Account details and balance and withdrawals and RMD
Rather than a spreadsheet I'd like a custom REPORT to PDF to showing Client Account details and balance and withdrawals and RMD and date for review with client
11 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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View all contacts in a generated report instead of only 50 at a time with multiple pages
When you create a client report you can only view 50 contacts at a time with multiple page tabs. Instead it would be easier to view all contacts that fall into that report made.
11 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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Notes Report
It would be helpful if we could print the Notes Report for a specific account for a client. Ex. If a client wants to talk about their IRA, we have to print a Note Report that includes all notes for all accounts, which requires us to search through the report to highlight the notes for the IRA if the client has multiple accounts.
10 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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Pinned Post Report
Create a report where it'll show all pinned notes in the database.
10 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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More Detailed Activities Report
In Activity Report I can generate a report that shows completed appointments by advisors YTD and in the last 12 month. However - I need to identify the advisor the appointment was assigned to as well as the Avisor of the client (sometimes they are different) and the client type - A+, A, B or C. If I send the results to search and custom import it I will lose the appointment information.
10 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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Reports > Contacts > No Contact > Days In Past > Add YTD & QTD
We use Reports > Contacts > No Contact to track clients that we haven't had contact with that Year to Date or Quarter to Date. However, the date options on the Filter only include "Days in Past" (15, 30, 90, etc). This is frustrating because my team wants to know how well we are doing on our Quarterly contacts now that we are mid way through the quarter... but there is no way to get that Quarter To Date report or Year to Date report from the options! So please add either YTD & QTD or provide a Custom date…
9 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 filters to UDF Reports
Add a column for advisor or the ability to add columns to the reports or a filter to allow advisor selection. I understand we can send to search, then do a custom export but those are extra steps that shouldn't be necessary..
9 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 Detail Report
The current Contact Detail Report has several issuses (some of which have already been tagged by others.) My two main issues with it are:
1. It doesn't print all the addresses/phone numbers/etc. on the contact card. Apparently just the primaries? Many of our clients have vacation homes, alternate mailing addresses etc. Everything in the Contact Card should print.
2. The "Custom Titles" don't print with the information. You end up with unlabeled numbers & addresses - the custom titles are very important. (Joe's cell/Joe's work/Ann's cell/Ann's daughter/Ann's work)We use this at every client meeting to review their contact info,…
9 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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