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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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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How can we improve Redtail Technology's CRM?

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24 results found

  1. Offer editable Reports in .pdf!

    We have to Customize our Reports and the only option you have is to create them in Excel. However, when they are in Excel, we have to re-format them Each Time, and then we have to sift through Every Cell because the data is garbled with a BUNCH of " "s. We have not figured out WHAT they represent (extra Spaces, Returns, starting of Paragraphs?) within the Details Section of Activities or Notes. If we did, we would avoid them when entering it in Red Tail in the FIrst Place. It's very Frustrating and TIme Consuming. Any Reports that are done…

    22 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. 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.

    57 votes
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    5 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. 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  ·  Admin →
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  4. 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  ·  Admin →
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