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. Customize Personal Profile Form

    The personal profile form is a way to quickly gather information on a client or prospect before a meeting. It would be great if this was customizable. Half of the info I don't care about there are many things missing that would be great to have on the sheet.

    429 votes
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    40 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Portfolio Reporting

    Portfolio Detailed report needs to be more detailed. Life policies - Benefit amount, premium. Fixed accounts - Interest Rates. LTC policies - Daily Benefit, Premium..ect

    291 votes
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    23 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Save 'Common Filters' on Activity Reports

    currently, you can run activity reports by activity, user, etc. This is very helpful, but takes a lot of clicks. Give users the ability to "save" their commonly run activity reports.

    235 votes
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    27 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    216 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  5. PDF Orientation in Portrait or Landscape

    I printed a note report last night and it came out with Landscape orientation. Is there a way I can control this? I would really like the reports to be Portrait.

    205 votes
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    29 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Beneficiary Report

    Is there anyway to include all names when running a beneficiary report on family account - or list the "family name?" right now it only shows the individual

    87 votes
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    8 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    I want to start sending nnivesary cards. A report like birthday report that shows anniversary date instead of birthday would be helpful. Make a quick list of all people with anniversairy in month of May, June, etc., and click anniversary report instead of having to create a custom report.

    77 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Client Review Report

    A report including the following information, which is critical for a client review would be GREAT!! A custom export doesn't work for this type of information. Thanks!

    -Name, phone, email address, DOB, category (select/elite, etc)
    -Accounts & Balances
    -Opportunities
    -Client Review items (1st review, Review, Next Review Date)
    -Written agreements review
    -Strategic Allocation Model ( Objective, time horizon, risk tolerance)
    -Estimated Tax Info(AGI, estimated taxes, tax year, estimated tax bracket)
    -Estimated Net Worth (total Assets, Total liabilities)

    Important Info:
    -Personal Interests
    -Employments (Occupation, gross annual income, retire date)
    -Professional Contacts (CPA, attorney, etc.)

    71 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Contact by AUM report

    Include option to go by "Family Assets"

    70 votes
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    7 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Print Work Flow Template

    It would be helpful if we could print out Template Workflows. It would be a great resource to be able to print it out and have to be able to edit for approval or to be able to put in a book as a SOP style handout.

    62 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  11. report by role

    Be able to generate a report that shows contacts by there role and also a report that shows those not assigned a role.

    60 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Automatically Create and Email Reports to User in Recurring Schedule

    Save Filter in Activity Reports and possible automated report generation?
    When we want to apply a filter to the "Activities by contact" report, we would value the ability to save a particular set of parameters for our filters that we can run on a systematic basis (daily, weekly, etc).

    Even further wishful thinking would be to be able to schedule this report to be run and emailed on an automated basis.

    59 votes
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    8 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  13. beneficiaries

    Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.

    51 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Deceased Status & Death Date on Personal Profile

    I would love to have the Death Date and the status of Deceased on the personal profile, i hate the idea of disconnecting a family and not have the deceased spouse on the personal profile so this would help with that

    51 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  15. provide a place for us to put our company name, contact info, logo, and/or tagline on reports.

    To provide ongoing client awareness of the services firm with whom they are working and easy access to contact the advisors, it would be very helpful, and also would look great, if we could put our company information/logo on reports. Thank you.
    Christy

    45 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  16. AUM - Report AUM growth periodically

    It would be great if we could run a report that tracked AUM growth (monthly/quarterly/annually)

    44 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  17. build a usable insurance report or at least let us customize a report. insurance account fields need help

    separate insurance accounts tab that includes all fields pertinent to insurance. need a "final term conversion date" for sure. need a life insurance report that includes all fields like beneficiaries, term conversion deadline, premiums, face amount, etc.

    39 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Filter Activity Reports by contact status

    Ability to filter Activity Reports by contact status.

    37 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  19. account udf bulk add

    I track RMDs for clients on an account level and a contact level and I have to manually add each account level UDF every January. This should be accomplished by a bulk add. And of course to do that it means that we will need an advanced search for the account level as well as contact level (So I can search for open IRAs and get open IRAs instead of closed IRAs and open something else) which is how the current advanced search works.

    35 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  20. 33 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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