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. 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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  2. 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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  3. 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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  4. 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 members

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

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  5. 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!

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

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  6. custom reports

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

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

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  7. 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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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 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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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 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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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 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 votes
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    2 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 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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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 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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  13. Add Country as an Option for Reports and Custom Reports

    RedTail lists every possible item except Country (from the address) for reporting. As our business get more global, we really need to be able to query a list by country. Phone number by country is not an accurate reflection of where a person is residing. Wouldn't this be fairly easy to add?

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

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  14. 12 votes
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    3 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 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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  16. 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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  17. 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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  18. Add a custom field option in Contact Details

    I would like to be able to designate the "Relationship Manager" or "Lead Support" in the Contact Details section. Now that the important info page is in know your client, I can't see who they are on the front page.

    10 votes
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  19. 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.

    9 votes
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  20. UDF for a dollar amount, so that it adds a "$" every time, and to automatically separate thousands with a comma.

    Add a custom UDF to include a "$", and separate thousands with a comma automatically so you could type:
    10000
    and, once saved, it would automatically update to:
    $10,000

    9 votes
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