Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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44 results found
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Add CompletedByUserId to Activity Index and Activity Show API Endpoints
The Activity Index and Activity Show API Endpoints do not currently include one of the most important attributes of an activity, who completed it. According to support, the only way to get this information is to implement webhooks and track them as they are completed. This does not help for historical activities.
I highly recommend adding CompletedByUserId to the Activity Index and Activity Show API Endpoints. It is invaluable data for your clients. The activity reports native to Redtail already have this field available.
1 vote -
1 vote
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Make "Tag" an option to add to a Custom Export Template
I would like a report of all of our clients with a list of what tags are associated with them. We need to audit and clean these tags up annually so this export would make that process much easier
3 votes -
1 vote
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Timeline Reporting
We should be able to run reports on information that is in the Timeline section of a contact card. It would be incredibly helpful to be able to report on when a contact has changed statuses (from a Lead to a Client for example) so that we can determine things like lead conversion rates, time to convert, etc.
3 votes -
add "Memberships" to custom exports
add "Memberships" to custom exports
9 votes -
match custom export headers match mail merge fields
match custom export headers to mail merge fields. the default settings table has underlines in the headers and your mail merge fields do not. they should match for no errors and brand consistency.
3 votes -
Add a report to print beneficiaries by Household
We need a way of confirming beneficiary information with our clients annually. A report showing beneficiaries by household, by account would be highly desired due to the important nature of this information.
2 votes -
spouses employer on custom export
Please please please add more fields for spouses. We would love for spouses employer to be added as just job title is there now. Thank you.
3 votes -
User Define Fields for Contact & Accounts
The option to print a pdf version for Account User Defined Fields.
6 votes -
Spouse phone & email in Custom Export
Would it be possible to add spouse phone numbers and email addresses to custom exports? The idea would be to export head of households, so there is only one row of data per HH with all info needed to contact both parties of that HH. Thank you.
9 votes -
Ability to export ALL account information
Instead of making us beg for each account detail to be an option for custom export, just allow all info within the account details profile to be an option for custom exports. We wasted a ton of time entering LTC information so we can summarize it for our clients just to be told that part of account information can't be exported. So unnecessary, why would you purposefully limit the system like that and then make us ask for years for it be improved. All info shold be exported or reportable.. no reason to make it so limited!!
15 votes -
16 votes
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Add Contact Roles as options for Custom Exports
Seems silly that you can't export a list of clients and see who their Advisor, Associate Advisor and CSA are.
27 votes -
Please consider making "Discretionary" a field for custom export.
We are required to disclose this on our annual ADV report. The information is stored. It would be nice if we could access it. Thank you.
7 votes -
Custom Export Include Assigned Permission
It would be helpful to be able to include the assigned permissions in a custom export to make it easier to review which contacts are assigned to which permissions.
6 votes -
Entity Name as an option on Custom Export
When we run a list of clients typically we use family name, first name, and last name. But when entity clients are included on the list these fields are left blank as it is not an option to include the entity name in the custom export. Therefore it is hard to tell what entity these blanks are for.
12 votes -
Please add Preferred Email and Phone# as options on the Custom Export Template
Add the preferred emails and phone numbers as an option to the Custom Export Template.
8 votes -
CUSTOM EXPORT TEMPLATE
We have a LOT of custom export templates because we have a large staff and everyone has different needs. How about allowing each user to mark the templates they use as Favorites so that they can just look at the list of templates that they use instead of having to scroll through everyone else's?
17 votes -
export from advanced search
We need the ability to export a list that we run in contacts advanced search and be able to select the fields that we export.
15 votes
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