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349 results found

  1. Email Notification when a client turns 62 (i.e. becomes eligible for Social Security)

    Is it possible for Redtail to send me an email or somehow notify me when a client turns 62 (i.e. becomes eligible for Social Security)?

    9 votes
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    0 comments  ·  Automations  ·  Admin →
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  2. Contact Detail Report

    The current Contact Detail Report has several issuses (some of which have already been tagged by others.) My two main issues with it are:
    1. It doesn't print all the addresses/phone numbers/etc. on the contact card. Apparently just the primaries? Many of our clients have vacation homes, alternate mailing addresses etc. Everything in the Contact Card should print.
    2. The "Custom Titles" don't print with the information. You end up with unlabeled numbers & addresses - the custom titles are very important. (Joe's cell/Joe's work/Ann's cell/Ann's daughter/Ann's work)

    We use this at every client meeting to review their contact info,…

    9 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Included salutations on reports

    It would be helpful to have the salutation field included on reports. I hand address birthday cards each month and use the "birthday report" to print off the list of birthday cards to reference when hand addressing the envelopes. If the client is a doctor with the salutation of "Dr." it doesn't show up on my report to reference when addressing the envelopes. Currently, my work around is to change the first name of the contact to include "Dr." as part of the first name.

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. filter workflow replorts by Step

    I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.

    Thanks!

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. activity permissions report

    Can we add to the Report options: Activities NOT permissioned? This would be helpful.

    9 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  6. Add Professional Contacts to Profile Form

    I would like to be able to make improvements to the client profile form to add things like FB and LI and who their CPA, Atty and MTGP person

    9 votes
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    1 comment  ·  Know Your Client  ·  Admin →
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  7. Reports > Fiduciary > No Contact > Add Advisor fields

    We are using the Fiduciary > No Contact report to keep on top of our client contacts in 2019. It is great to have this function available.

    One problem is that we have four Financial Advisors... so this report is kind of overwhelming without knowing which client is serviced by whom. It would work much better if we could sort or filter by Advisor, whether Servicing or Writing. Or if you are going in the direction of using Roles, then the Advisor, Associate Advisor, and CSA roles. I don't really care which approach you use, just pick one!

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  8. Add filters to UDF Reports

    Add a column for advisor or the ability to add columns to the reports or a filter to allow advisor selection. I understand we can send to search, then do a custom export but those are extra steps that shouldn't be necessary..

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  9. Reports > Contacts > No Contact > Days In Past > Add YTD & QTD

    We use Reports > Contacts > No Contact to track clients that we haven't had contact with that Year to Date or Quarter to Date. However, the date options on the Filter only include "Days in Past" (15, 30, 90, etc). This is frustrating because my team wants to know how well we are doing on our Quarterly contacts now that we are mid way through the quarter... but there is no way to get that Quarter To Date report or Year to Date report from the options! So please add either YTD & QTD or provide a Custom date…

    9 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  10. notes report filter

    Please add the ability to also filter the type of activity. We can filter the category (review, acct notes, general, etc) but not specific activities. I would like to have a report where I can see the notes that may relate to the review category but only want notes for the appointment activity and not see notes for phone calls and others. I can run an activity report but the only notes that show there are anything entered in the description box, not any notes that have been attached.

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. create a special reminder for important milestone ages.

    We are looking for a reminder specifically targeting certain ages, such as 62, 65, and 66. This would make it easy to pinpoint those ages that require specific attention. Thanks.

    8 votes
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    0 comments  ·  Automations  ·  Admin →
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  12. Send client name via iCal sync.

    The sync from Redtail to iCal needs to include the client name somewhere. You can see the appointments in Google Calendar, or on the Iphone, but functionality is extremely limited when unable to see who the appointment is for.

    8 votes
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    1 comment  ·  Calendar  ·  Admin →
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  13. advanced search improvement with parenthesis and searchable quicklists

    I want the ability to search with quicklists in addition to other criteria. I may have built a complex quicklist and I want to not repeat creating that all the time so I need to be able to pull those up. Also, allow for parenthesis so I can make a more specific search. I want to be able to search Status=Client & (category=active or category= inactive). Now I would have to search for (Status=Client & category= active) or ('Status=Client & category=inactive). And the parenthesis are forced. So instead of a simple three criteria search, I end up with four. And…

    8 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  14. Account UDF Report needs suffixes and middle initial for contacts

    I noticed on the account UDF report (and results) that the suffix and middle initial isn't present. As we have clients that we tell apart using the middle initial and suffix we need those to be visible at all times.

    8 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  15. Please consider adding the "Nick Name" in reports, especially Birthday Reminder and Seminar Reports

    8 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  16. Family Relationships Global Report - Bulk

    I see someone previously asked for this feature but the recommendation was at the contact level ("family report"). I would like to run this report for all of my contacts in bulk.

    8 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  17. Ability to move all pending and completed activities from one contact to another. I

    Ability to move all pending and completed activities from one contact to another. I am changing a head of household and want all activities to be moved to this contact all at one time, not one at a time. With the completed activities, I have to uncomplete them and then change the contact and then complete again.

    7 votes
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    0 comments  ·  Activities  ·  Admin →
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  18. database backup notification

    label database backup notification email with database name for those of us with multiple databases

    7 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  19. UDF Report result count

    When running a UDF report (or any) I want to see a count of the number of results at the top. Otherwise I have to export to excel to count quickly,

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  20. Timer

    Create a "History Time Spent" report, showing the time spent on tasks billed by the hour (i.e. financial planning).

    7 votes
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