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.
51 results found
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photos in export
Want to be able to include profile pictures from client contact cards in exports. Would come in handy for new hires to make flashcards with names and photos to get familiar with our clients in advance of client events. Would also be nice to have pictures next to names for seminar check in lists so that our new hires, working the check in desk, can more easily find clients and get them checked in.
1 vote -
Company name should be Business Name
When creating a new record for a business, Retails asks for "Business Name" yet the custom export template has a field name of "Company Name". I've just wasted over 1/2 hour ******* my head against the wall trying to find "Business Name" so I can see what businesses are in our database. I have a massive amount of data cleanup to do.
"Company Name:" needs to be changed to "Business Name" in the custom export template. This is basic.
1 vote -
download tag list
The tag group lists is multiple pages. We need the ability to download tags only into an Excel file.
1 vote -
Custom Export Template - General Info for Retirement Plan Data
Right now there's no way to capture the General Infor data from inside a client's Account that shows the Plan Name, Contract #, Plan Year, Eligibility, Entry Date, Vesting, etc. as part of a custom export template. I've had a call with Redtail and they agree the feature doesn't exist. I want to be able to use a quick list and then be able to export that data so I can filter a report by entry dates. That way I will know which of our plans has a quarterly entry, semi-annual, annual, etc.
3 votes -
Opportunity
I would like the ability to add current opportunities as a data point in custom exports.
1 vote -
Need 2 new custom report criteria parameters
Need two new search criteria/parameters added:
When running reports in Redtail, we think it would be a nice feature to have if we could define report parameters to include people with certain zip codes (or mile radius from a certain zip code), - for example, we wanted to recently invite only clients within a 75 mile radius of our office to an in-person client appreciation event. We were having a hard time finding a way to build a report off of those specifications and thus create a tag group of clients who live within a certain mile radius of our…
1 vote -
Add Suffix to "Full Name" Field when running reports
When running custom exports with the client "Full Name" is doesn't include suffixes, which, when having to add an additional column, makes sorting through information in Excel much clunkier. This would be a much appreciated addition to make running and sorting reports more efficient.
3 votes -
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
16 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.
3 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.
12 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!!
16 votes -
16 votes
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