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.
70 results found
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need all fields available to select from for custom reporting
We need to option to select from ALL fields within a client record and their account records for custom exporting, and would love to have the option to run it in a nice PDF format.
896 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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SHOW BENEFICIARY INFO IN CUSTOM REPORTS
YOU'D THINK YOU'D BE ABLE TO RUN A CUSTOM REPORT WITH BENE'S LISTED FOR LIFE, IRA POLICIES. The fact that you don't have this option amazes me
137 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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.
69 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Customized Reports exported to PDF
Would like the ability to select the fields I wish to export to a single PDF report for client meetings.
Example: Be able to create a custom report with the following fields of a contract record into a single PDF to have for a client review meeting
-Names
-Contact information
-Keywords associated with them
-Health conditions
-Important information
-Other Professionals
-Family members57 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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I need to export social media addresses for my contacts!
At our office, we track what Reps are using social media. It's vital that we can export their social media accts.
Help! ASAP!
Thank you! and Merry Christmas!54 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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custom export udf
Now custom export has the ability to export the UDF's, however if you have the same UDF in the same contact profile (or account profile) it will only export one of those. We, due to lack of a commissions/fee tracking module, use the same UDF's multiple times. Would be helpful to have all instances of the UDF exported in the custom export for reporting.
42 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
34 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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custom reports
I would like to be able to run a custom report on the entire database. .
29 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Personal Interest Reporting
Add Personal Interest field to the Custom Exports
24 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Last Client Contact Report
Our company depends on constant communication with certain stakeholders in separate companies. Ensuring that we stay in communication with everyone can be difficult, because we have to check each individual contact in Redtail to see the last time we reached out to them. We would greatly benefit from being able to pull reports on when each contact was communicated with last-- by meeting, phone call, and email. This would ensure that there is not oversight in our client management. To be honest, I am extremely surprised this isn't already integrated into Redtail. Thanks for the votes, it is very well…
21 votes -
Get Client ID and Account ID on the same export
Any export that has both client-level information and account-level information on it should include a column for both the client ID and the account ID. This would make comparing different exports much easier. It would also help ensure imports that come from large efforts are going to the correct records.
In our system, some clients have the same name, and some accounts don't have a unique number. These are very difficult to match across exports.
In Redtail reports, accounts export with client name as LASTNAME, FIRSTNAME (NICKNAME). However, custom exports do not have this as a selectable field, only FIRSTNAME…
20 votes -
Add the "Is Head of Household" field to Custom Export Template
Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.
19 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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MS Teams Intergration - Contact Information (Teams Voice)
We have switched to Teams Voice - it would be nice if the Client phone numbers could automatically port to teams.
18 votes -
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.
17 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Mail Merge
Need an Appointment mail merge field so I can populate form letters with each client's upcoming appointment.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Custom Export more spouse fields
When creating a new custom export, all of the spouse's information is not available to add. i.e. retirement date, age etc. All of the information is in redtail but cannot be exported. Can we add those two fields?
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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