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. 2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Customize Personal Profile Form

    The personal profile form is a way to quickly gather information on a client or prospect before a meeting. It would be great if this was customizable. Half of the info I don't care about there are many things missing that would be great to have on the sheet.

    429 votes
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    40 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Duplicate account number report - please

    You recently added a "Contacts by Duplicate Name" report and this is a great help - well played!

    Another tremendous help would be an "Accounts by Duplicate Number" report based on all of the issues that firms must handle with the automated account feeds.

    29 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add a Mail Merge Field for excluding deceased spouse/ family members

    This is a problem for our bulk correspondence with clients, as a spousenickname-firstname field still turns up the deceased's name in our letters. Please add an option to exclude this.

    17 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  5. beneficiaries

    Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.

    51 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Contact by AUM report

    Include option to go by "Family Assets"

    70 votes
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    7 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  9. provide a place for us to put our company name, contact info, logo, and/or tagline on reports.

    To provide ongoing client awareness of the services firm with whom they are working and easy access to contact the advisors, it would be very helpful, and also would look great, if we could put our company information/logo on reports. Thank you.
    Christy

    45 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  10. When downloading an activity report in PDF, please have the priority levels (1-6) listed in the PDF.

    If I print out an activity sheet in PDF (though has the function in Excel) it doesn't have the priority levels. Would like to easily distingush beween our most important tasks (1), to task in process like larger projects (6).

    19 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 15 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Report Disclosures Editablility

    Report disclosures:
    1) Should only be editable by Administrative users
    2) Should have the ability to change font size due to various lengths of disclosures (or so font isn't same size as the rest of the report)
    3) Should be standard length of characters among all reports (one report current allows 6 lines of text whereas another report allows 8 lines of text)

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    216 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Account Report with ALL Fields and Notes/Activities associated with Account

    Please create a report that we can print (preferrably in pdf or word format) that includes ALL the fields we fill in on the individual account page in Redtail. Include the notes because we use this field to put in additional information pertinant to the investment or annuity etc. This report could be printed for client meetings without having to pull up Redtail in front of the client.

    12 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Create a "Business Personal Profile Form" for Business Records

    Printing a personal profile report is great however I also need the capability of printing a profile report that is catered toward my 'business' contacts. Making sure the profile report has been created with 'business' information rather than a family's information.

    30 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Save 'Common Filters' on Activity Reports

    currently, you can run activity reports by activity, user, etc. This is very helpful, but takes a lot of clicks. Give users the ability to "save" their commonly run activity reports.

    235 votes
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    27 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Add As Of Date to Portfolio Summary and Portfolio Detail Reports

    give us the ability to view date of value and amount on the portfolio summary or portfolio detail report.

    22 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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