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.

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  1. Mail Merge

    Need an Appointment mail merge field so I can populate form letters with each client's upcoming appointment.

    13 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Custom export template family relationship

    Adding a field indicating head of household, spouse, child, family relationship, etc. in an overall custom export template would be immensely helpful in a myriad of ways.

    7 votes
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  3. Contact UDF

    At our office we use a UDF that multiple users in our office edit on the our clients pages, and right now, we have no way of knowing who updated a contact's UDF last. In the UDF box, in addition to "name," "value," and "type," I would like to have a "Last edited" column that has the name of the user who last updated the UDF value, and the date and time of the that update. Preferably, that info would then also be part of the filter on the UDF reports page, and also one of the available check boxes…

    4 votes
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  4. include tax bracket

    Custom Export include tax bracket from know your client section

    4 votes
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  5. Custom Export Fields "Record Added" Date and "Record Added By" person fields

    Custom Export Fields "Record Added" Date and "Record Added By" person fields. This would be helpful in easily understanding if one person is responsible for bad data!

    15 votes
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  6. custom exports

    We like to run a report of expiring licenses, we put that information into know your client. Custom exports will let you export driver's license expiration but won't give you the fields for other id.

    Would be a lot easier if most if not all data could be put in a custom export.

    14 votes
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  7. Make custom reports/exports easier to access

    Right now you really have to hunt down the ability to run/export a custom report. Not very user friendly... especially for less tech savvy advisors.

    59 votes
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    3 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Link child/grandchild with Head of Household

    Link child/grandchild dependent on the family tree to the head of household - allowing for the creation of a report that lists all clients with (as an example) children who are 14-16 years of age (pre-college). This will require some way to link the logic of a child/grandchild to the Head of Household. Example: allow a firm to create a report of all parents with pre-college kids to hold a targeted presentation.

    11 votes
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  9. input spouse age category on custom export templates

    Custom export templates should have a category/field that reflects spouse age when reports are generated

    12 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Custom Export Options

    We need to the ability to export all fields that we spend time entering data into. There are several areas of the CRM that contain important that are not available in the custom export. AND we DO NOT want to have to run several reports to capture the information.. give us the ability to export OUR OWN CLIENT DATA and quite advising us to go all around the software to get it. Please implement as I see there are SEVERAL requests for this being ignored.

    28 votes
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  11. Streamline clicks on commonly used tasks

    To look at a clients tasks used to take no clicks. Now I have to click on activities and then set a custom range to see all. Then, as soon as I sign off, I have to re-set the custom range all over each day.

    It would be really helpful if you had someone with industry experience who could guide you so that the most common tasks take the least amount of clicks.

    11 votes
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  12. Export Option for Preferred Contact Info

    The software currently does not offer an option to export the preferred contact information. I have to run my custom export (excel), including contact info, and then run a separate report (only available in PDF format) for the preferred contact info. Finally, I have to manually review/edit the custom export by comparing it to the PDF report. It would be so helpful if the custom export included a field for the preferred contact method.

    15 votes
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  13. Add ability to customize more lists on account level

    I find that often different accounts have different objectives and I want to be able to say so in a manner that lines up with what we must select for LPL but cannot edit this particular list (only the one on the overall contact view). Please allow more customization for this and literally every other part of Redtail.

    9 votes
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  14. custom reports

    I would like to be able to run a custom report on the entire database. .

    29 votes
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  15. UDF Filter

    I want to search for a UDF I made and then filter out all but one advisor at a time's clients but am not able to. I use UDFs for RMD tracking so it really slows advisors down when I give them the incomplete list and they have to find just their clients (as opposed to the list only being of their client). And no, I don't want to run a custom export just for this.

    9 votes
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  16. custom contact type

    We want to track internal projects by creating a contact for each dept and assigning tasks to it and recording notes for our progress on each task. For example, we have created a Contact Category called "Internal Projects", a contact called "Marketing", then we assigned a task called "Business Card Redesign". So when we meet about this item, we record our notes in a meeting assigned to the attendees and the Marketing contact. Then when anyone wants to see what the Marketing dept has been working on, they can lookup the Marketing contact and see everything in one place. The…

    7 votes
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  17. custom lables on contact info

    when keying in a new record please allow us to edit the custom label of the phone, email, and address. It does not make sense that you have that feature available but won't allow us to use it as we key a record in. We have to then go to the new record and edit each field. This is very time consuming when entering a large quantity of records.

    6 votes
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  18. Holdings Report

    Please provide holding name and holding value for custom exports. I know I can run such a report out of my Morningstar Office program but I am finding some differences in values from Morningstar to Redtail. It would be helpful to be able to run this type of custom export to see where problems may exist.

    6 votes
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  19. Please make All Account fields available on Custom Export Templates

    Please make All fields available on Custom Export Templates. There are many Account level fields not available. Like Account Payment info.

    66 votes
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    4 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Add ROLE fields to Custom Export Template Options

    Please add the 'role' field as an option on the custom export template. For purposes of team structuring and capacity planning, this would be very helpful.

    I'm having to build a bunch of quicklists and then manually extract the info. A custom export would make this much easier.

    61 votes
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    5 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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