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.
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228 results found
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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 -
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 -
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 BeforePer Mary on…
3 votes -
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.
2 votes -
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 -
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.
4 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Report to show client name, future and last appointments
A report that will give client last name, first name, date of last appointment and date of future appointment. Currently you can only pull activities, which may not be appointments, or set a date range, which may mean you miss some appointments.
28 votes -
REPORT to pull FINRA history from licenses tab of contact record
Please add a report to pull the FINRA history from the licenses tab of the contact record. We use Redtail to manage our advisors and their securities registration. It would nice to be able to run a report that allowed us to see in a glance if we have someone licensed in a specific state.
3 votes -
Organizing Custom Reports
The ability to create custom reports is great, but when everyone in a company/firm/organization can see a list of every custom report that everyone has created, it can get chaotic and unwieldy. My immediate thought on how to solve this is giving Redtail the functionality to create folders for custom reports. For example, you could have a smaller list of general use custom reports that a firm needs, then individuals could create their own folders to organize their own custom reports.
4 votes -
In Reminders Can you Please Add "Client Since" as a reminder option just like birthdays. This is a fast way to keep tabs on clients.
PLease add "client since" as an option in reminders so you can see daily any reviews upcoming....just like the birthday reminder that you can view daily to see upcoming birthdays....this seems to be an easy add since you already have several categoreis...
1 vote -
filter note reports alphabetically
I have been asking for the note reports to go back to an alphabetical order since November2020. AS it is now they are done by date. And when you do it that way you get a specific clients notes scattered all through the report instead of all together.
10 votes -
Export by Household
We can already add Household name to the report export. Please add the ability to display clients by Household name to reduce duplicates when generating a mailing list which includes a single Household with multiple clients as recipients. (For example, we use keywords to indicate which clients should receive our year-end holiday cards, but right now the reports can't consolidate that list if we have added that keyword to both spouses but only need one card mailed.)
12 votes -
Nicknames on Birthday Report
Please add the clients' nicknames to the birthday report so that when we make birthday cards, we do not have to go into their profiles to see if they go by another name. This is especially helpful for when we have new staff or interns who may not be familiar with the clients yet to know to address the cards differently.
3 votes
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