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262 results found

  1. Contact by Duplicate Name Report in RedTail

    When running the Contact by Duplicates names report in RedTail, clients with the same name but different SSNs and Addresses show as Duplicate clients in RedTail even though they are different people.

    1 vote
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  2. Activity Report filtered by Advisor

    A report of open Activities, filtered by activity & Writing Advisor

    1 vote
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  3. Activity By Contact Report - Add Column

    When running a Activities by Contact report, it would be helpful to add a column for the date the activity was created. We have a number of activities where the start and end dates are changed, so being able to filter by created date would be extremely helpful.

    3 votes
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  4. Please add a number of reports under a new Database Cleanup category

    I'd love to see reports for database cleanup. For certain things I can make quicklists for this effect (clients without DOB, SSN) but for others I cannot like clients without an address or phone number (since those searches are broken).

    3 votes
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  5. Add filter options for permissions report

    In the permission report please add the option to select no one under servicing advisor. Also add the option to filter by writing advisor as well. I want to compare a contacts permissions with the writing and servicing advisor they have so over time I can correct bad permissions since automations don't have a trigger of a changed writing or servicing advisor.

    3 votes
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  6. jd.koyle@allegisfp.com

    Remove Workflow Summary from Notes not permissioned report. There is no way to permission this summary. Maybe create another report to check summaries or allow the option to permission.

    3 votes
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  7. jd.koyle@allegisfp.com

    It would be very helpful if we could permission the workflow notes.

    When you write a note on a workflow, there is not a way to permission that note. It clogs up my notes not permissioned report that I clear out weekly. Or make it so that those notes don't appear in that report.

    3 votes
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  8. Create account report, that pulls family and non primary accounts.

    Create an accounts report, that pulls family and non primary accounts. Data to include the specific contact for the account, the specific holdings for each account and the grand total that umbrellas the entirety of this information. This would include personal, accounts, family accounts, and non primary accounts. Also friendly for exports to excel as well as PDFs.

    3 votes
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  9. Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)

    I want to be able to run beneficiary reports for multiple clients at once from a quicklist. I want this done as a bulk action. I would like to be able to run it on the household level and remove closed accounts (So all the normal Beneficiary Report options/functionality, but done in bulk (I would envision) through the contacts / quicklist --> contact options --> reporting function)

    Ideally this would produce multiple PDFs (one per household/client), but one combined PDF can work too, so long as no page combines information from two different households.

    Currently, I do annual beneficiary reviews…

    3 votes
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  10. Beneficiary Report

    Would you be able to add the Tax Qualified Type to the Beneficiary Reports for All and All Non-Closed? This is information that we currently have to hand write on after the report is run for our Advisors.

    2 votes
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  11. Create report of accounts for specified issue date range

    Currently this custom export template will pull ALL accounts from any client that has even just one account for the specified date range. The report should only pull the accounts for that specified date range.

    3 votes
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  12. Allow the option to redact account numbers from reports

    Add the ability to "redact" or "mask" account numbers on reports so that they can easily be emailed.

    3 votes
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  13. custom date search in Review Report

    In the Review Report, it would be nice to have a custom date parameter

    1 vote
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  14. Add Contacts by Employer Report option

    Add a 'Contacts by Employer' option in the Reporting section of Redtail.

    1 vote
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  15. Allow data base owners to grant access to reports.

    The fact that only data base owners have access to reports forces CEOs to do CCOs' job. RedTail Speak is great. The fact that I have to have my CEO access the report, download it and send it to me is inefficient. I would think allowing data base owners to designate viewing rights would be logical. Thank you.

    1 vote
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  16. RMD Report needs improved

    There are two improvements needed for RMD's, first the "Contacts by RMD" Report is running for clients turning 72 (the RMD start age is 73 starting in 2023). Second, when running the report, there is a check box to only include "qualified accounts". Not all qualified accounts are have a RMD requirement (such as Roth IRA, UTMA, UGMA, HSA, Educational IRA, MSA). This results in a RMD report with accounts not needing a RMD. Request to adjust age to 73 for the report and the ability to include/exclude specific types of qualified accounts.

    3 votes
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  17. Daily Summary Report

    A daily report of all activities and notes completed that day by CSA that can be emailed to the advisor so they can stay in the loop of happenings with clients by just reading a quick email briefing.

    3 votes
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  18. Return to the top of the page when clicking on next page

    When there are multiple pages on a view, it currently starts at the bottom of the page when you click on next page, and you need to scroll up to begin at the top. Click on next page should begin at the TOP of the page.

    3 votes
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  19. download pdf

    The ability to choose whether you want to view or download a document when opened in Imaging. Right now you can only view and have to click another button to get it downloaded.

    1 vote
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  20. Redtail makes available a few Morningstar reports that are accessible from the Client and accounts tabs. Unfortunately, the default benchma

    If you can't make Benchmarks customizable, use the Auto Benchmark feature available in MS Advisor Workstation!

    3 votes
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