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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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86 results found

  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.

    462 votes
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    40 comments  ·  Reports, Exports & PDFs  ·  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

    294 votes
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    24 comments  ·  Reports, Exports & PDFs  ·  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  ·  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.

    219 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  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.

    211 votes
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    29 comments  ·  Reports, Exports & PDFs  ·  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

    104 votes
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    8 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  7. 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.)

    83 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  8. 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.

    80 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  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  ·  Admin →
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  10. 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.

    64 votes
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    8 comments  ·  Reports, Exports & PDFs  ·  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.

    63 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  12. 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

    54 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  13. 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  ·  Admin →
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  14. Filter Activity Reports by contact status

    Ability to filter Activity Reports by contact status.

    40 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  15. Contact by duplicate name report should consider middle name & suffix

    This report needs to take middle name and suffx into account. "John A. Smith" and "John W. Smith Jr" really shouldn't be considered duplicate records.

    34 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  16. Create a "Business Personal Profile Form" for Business Records

    Printing a personal profile report is great however I also need the capability of printing a profile report that is catered toward my 'business' contacts. Making sure the profile report has been created with 'business' information rather than a family's information.

    33 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  17. Print all Dependents on the Personal Profile form

    On Leapfrog all dependents (up to 5) printed on the Personal Profile form. Now it seems only children print. Please update Tailwag to print all dependents like before.

    NOTE: Our advisors find this form VERY VALUABLE!

    32 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  18. Duplicate account number report - please

    You recently added a "Contacts by Duplicate Name" report and this is a great help - well played!

    Another tremendous help would be an "Accounts by Duplicate Number" report based on all of the issues that firms must handle with the automated account feeds.

    32 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  19. Bulk Printing of Confidential Personal Profile

    It would be great if we could Bulk Printing of Confidential Personal Profile. Going into each family is very time consuming.

    31 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  20. UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf

    We want to utilize the UDF fields for our client meetings and be able to print out certain fields, such as RMD, Systematic Withdrawals, Contributions, Etc...As of now, we can only choose ONE UDF or ALL the UDF fields to export into a pdf. We would love to be able to have the option of which UDF field we want to export as a pdf. And no, a custom export will not work for what we are trying to accomplish, we need a pdf format for what we are trying to accomplish.

    31 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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