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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  1. Viewing reports/Scrolling left and right

    I would like to be able to scroll left and/or right without having to go all the way down to the bottom of the page. OR if I have to go to the bottom of the page I would like to be able to freeze the top row so I can see which columns I am scrolling to. It is very frustrating to have to go to the bottom of the page to scroll left or right and then go back to the top of the page to see if you can see the column that you are looking for.

    3 votes
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  2. 1 vote
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  3. Add contactID(s) to the "Activities By Contact" report export.

    The current export has a column named "Contacts" which provides the last and first names of every linked contact for a given activity. Can you add another column to this export with contact IDs? This would eliminate any confusion as to who was linked to the activity as it is possible multiple contacts could have the same first and last names.

    3 votes
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  4. activities report to show contact name

    Please add a linked contact column to the Activities by contact report. That is the only report where I can get a holistic view of all activities whether they are assigned by me, assigned to me or assigned by others to others, but I can't tell who the linked contact is when I use this report.
    Or alternatively, create another activity report that has the same columns as the Activities assigned by reports that can show ALL activites.

    1 vote
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  5. Report field value formatting

    When running UDF reports, the results that show on screen does not retain formatting (shows like html). Would be nice to be able to see the formatted results without having to print to PDF first.

    1 vote
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  6. Activities reports overflow

    When I run any of the activities reports, some of the columns that show information overflow off the page and there is no horizontal scroll bar to reach the information. Can only reduce browser size with Ctrl & - to zoom out in order to see the info or use the arrow key which you wouldn't know to do so if you didn't already know there was more information to the right of the page.

    1 vote
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  7. create report aggregating clients by region or state

    create ability either via report or otherwise to generate a list of clients or households, in aggregate; we need to see a summary of total assets by household either by state or by region (we would love to see a region field created, right now we use the writing advisor field to save this info)

    1 vote
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  8. Option to see NOT held away in reports

    I love using Reports "accounts by contact" and "accounts by agent name," and there is a button that we can click to view ONLY held-away accounts, but I wish there were a button to show the opposite--our NOT held-away accounts. Or just make it a feature that you can show only held-away, only not held-away and both.

    3 votes
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  9. Activities by Contact Report - Add Contact ID

    When exporting the Activities by Contact report to excel, it shows the Activity ID. Please add the Contact/client ID as well. The Notes by Contact report shows both the Note ID and the Contact/Client ID. Then I would be able to do a look-up table using the Contact ID to add other information to the activities report (such as Contact Category, Status, Type, etc).

    3 votes
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  10. Adding hot links to saved filters that can be clicked+copied for auto loading

    Please contact me at ron@savaglia.com for more infor or please see
    Mary Worthington (Redtail Technology) who has been assisting me in the issues surrounding the new Reporting that broke our URLs with Webparms.

    Other Tickets Submitted as problems found regarding this change are #s:

    1. 1544233 - Phone Call - Reports (Kaya Steadman)
    2. 1544209 - 404 errors on all Workflow Reports
    3. 1543764 - Open Status on Workflow Task Report Filtering NOT WORKING

    4. 1543760 - Saved Filters on Workflows is NOT WORKING
    5. 1543724 - All Workflow Reports Are Not Working / Filtering as Before

    Per Mary on…

    3 votes
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  11. birthday reminder

    Can you please add back the feature under the birthday reminder report to pull a certain month of birthdays of a certain type of client? Right now all you can pull is options like "7 days in the past" or "30 days in the future". We want to be able to go in and pull all current clients in a certain month so we can prepare the birthday cards ahead of time.

    1 vote
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  12. birthday reminder

    Can you please add back the option to pull client birthdays in a certain month under the birthday reminder report? It was recently changed to just showing "30 days out" or "7 days past", but we just want to be able to pull the a month's worth of birthdays so we can prepare birthday cards to mail out. (ex: month of July)

    1 vote
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  13. Trim spaces at the beginning or end of data entered

    There are instances when someone inadvertently puts a space at the end of data entered. For example "Name " has a space at the end. When saving the data on the backend database table, trim any spaces at the beginning or end of the data to keep it clean and consistent. This will allow when running reports to have clean data.

    1 vote
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  14. UDF Report: More Filters

    It would be helpful to be able to filter the UDF report on contact status. I may need UDF info clients, and not prospects, for instance.

    1 vote
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  15. Contact by aum report

    There is currently an option to run an amazing report for Contacts by AUM however it will only allow you to pull up to the TOP 100. It would be great if we had an option to pull ALL contacts by AUM in the same manner.

    3 votes
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  16. Customizing Reports

    If we can select which fields show up on the reports that would be huge. For instance, When I run a "notes by contact" report, I want to select what fields show up the report.

    3 votes
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  17. Add option to download client content into Word doc

    When downloading/exporting information, add option to download into a Word doc instead of just the current options of spreadsheet or PDF. We tried to run a compilation of client notes/activities for a year-end recap, but editing either a spreadsheet or PDF was too cumbersome. If we had been able to download into Word, it would've made the process so much easier.

    1 vote
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  18. beneficiary

    It would be nice if the beneficiary reports could calculate the dollar amount each beneficiary receives based on their percentage on the reports.

    19 votes
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  19. UDFs by Account, filters

    We would benefit from a filter added to the UDFs by Account report, in order to filter by Contact name, along with Account number or User Defined Field.

    3 votes
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  20. Membership Report - export in Excel format

    It would be helpful if you could export the Membership Report in either .csv or .xlsx format instead of just .pdf. That way you could easily filter and combine the information with other reports.

    16 votes
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