Redtail CRM
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228 results found
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UDF Report: More Filters
It would be helpful to be able to filter the UDF report on contact status. I may need UDF info clients, and not prospects, for instance.
4 votes -
Viewing reports/Scrolling left and right
I would like to be able to scroll left and/or right without having to go all the way down to the bottom of the page. OR if I have to go to the bottom of the page I would like to be able to freeze the top row so I can see which columns I am scrolling to. It is very frustrating to have to go to the bottom of the page to scroll left or right and then go back to the top of the page to see if you can see the column that you are looking for.
4 votes -
filter by completion date
Would like the ability to filter by completion date. Currently it only filters by start or assigned date which doesn't help if I wanted to see a report of all activities that were completed last month for example.
4 votes -
Add Account Balance Field to Account Renewal Reminder Report
When running the Account Renewal Reminder Report, I would like to be able to see the balance on each annuity coming due. Can you please add the "Balance" field to that report? And can the report include a grand total balance for annuities coming due for the filtered time period?
4 votes -
Account filter to generate that report export
When I run and advanced search and lets say, search for account status open, I get a list of contacts that have open accounts. However, when I try to export this list, I get ALL accounts that the contacts that may have had 1 or 2 accounts that were open, now showing ALL their accounts. This is a terrible process as then I have to manually remove the account statuses I never wanted in the first place again. Your filter tool should be able to filter account data all the way to the report export otherwise it's not very useful.
4 votes -
We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them.
We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them. Not all joint owners are spouses and after integrating we need to validate information to make sure all accounts are listing under the co-owner.
4 votes -
report grouping by family
When I export a report showing activities by contact it lists the contact(s). It would be nice to have a field to allow me to sort by "family" and not have the wife's activities cluster together, the husband's activities cluster together, the activities with both of them cluster together.
4 votes -
Personal Profile Form & User Defined Fields
Please update form to be able to select multiple User Defined Fields to add to a client's report. It makes sense to allow more customization within this report so that we are able to print a presentable report to the financial advisor for review in client meetings. For different clients, we may require different information so please allow us to customize this report. The only other option for a report that incorporates all the necessary detail is to print it in a messy excel spreadsheet. Not acceptable in a client meeting. Thank you.
4 votes -
It would be helpful to be able to run a report for both held away accounts and AUM accounts
Defining the accounts that are listed as AUM under the Account types on the landing page of CRM would be very helpful for support that accounts are identified in CRM correctly.
4 votes -
on the personal profile could you put the font at 11 vs. 8 font. 8 font is very small
We use the personal profile for client folders to keep as a papercopy, but the font is 8. Can you increase the font to 11 instead of us having to increase the font ourselves. 8 is too small of font to read as you get older! :)
4 votes -
Have a filter in reports for activities without the 'all day event' box checked
Please have a filter in the activities by contact report for all activities without the 'all day event' box checked (similar to "show only repeating activities" etc.).
3 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 Report
Can we add a column for account number in the report? This will be a big help to our compliance department!
3 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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Run reports and segment clients by premium amount
Not everything has AUM apply to it. For the insurance products, we need to be able to see premium dollars and runs reports on this data point.
3 votes -
A workflow task report that shows the details of the current step/notes entered like the Activities by Contact report
A workflow task report that shows the details of the current step/notes entered like the Activities by Contact report. Or a way to export the workflow with details, rather than just a list that is the result of an export currently.
3 votes -
Add Start Date to Workflow Report
Please add the Start Date to the Workflow reports. I want to be able to easily track how long it is taking for my team to complete workflows. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.
3 votes -
Nicknames on Birthday Report
Please add the clients' nicknames to the birthday report so that when we make birthday cards, we do not have to go into their profiles to see if they go by another name. This is especially helpful for when we have new staff or interns who may not be familiar with the clients yet to know to address the cards differently.
3 votes -
REPORT to pull FINRA history from licenses tab of contact record
Please add a report to pull the FINRA history from the licenses tab of the contact record. We use Redtail to manage our advisors and their securities registration. It would nice to be able to run a report that allowed us to see in a glance if we have someone licensed in a specific state.
3 votes -
UDFs by Account, filters
We would benefit from a filter added to the UDFs by Account report, in order to filter by Contact name, along with Account number or User Defined Field.
3 votes -
Customizing Reports
If we can select which fields show up on the reports that would be huge. For instance, When I run a "notes by contact" report, I want to select what fields show up the report.
3 votes -
Contact by aum report
There is currently an option to run an amazing report for Contacts by AUM however it will only allow you to pull up to the TOP 100. It would be great if we had an option to pull ALL contacts by AUM in the same manner.
3 votes
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