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!
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39 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.
929 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.
76 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 members61 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 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.
57 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.
45 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 reports
I would like to be able to run a custom report on the entire database. .
39 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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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…
28 votes -
Add Contact Roles as options for Custom Exports
Seems silly that you can't export a list of clients and see who their Advisor, Associate Advisor and CSA are.
27 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.
23 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 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.
22 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 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?
21 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!
18 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 TEMPLATE
We have a LOT of custom export templates because we have a large staff and everyone has different needs. How about allowing each user to mark the templates they use as Favorites so that they can just look at the list of templates that they use instead of having to scroll through everyone else's?
17 votes -
16 votes
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export from advanced search
We need the ability to export a list that we run in contacts advanced search and be able to select the fields that we export.
15 votes -
Adding custom labels into custom export
When running a custom export, the email custom labels do not pull through. They only pull through when using the standard email addresses export - and then you cannot add any other information to the standard export ie. mailing addresses, advisors, etc.
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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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.
14 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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Report for insurance premiums due
I need to run a report for a life insurance policy to show the clients who have a premium coming due. I can run a custom export, but it doesn't reflect the client's who have modal premiums.
14 votes -
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.
13 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 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.
12 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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