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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Add Start Date to Workflow Report
Please add the Start Date to the Workflow reports. I want to be able to easily track how long it is taking for my team to complete workflows. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.
3 votes -
Start and Complete Date for Activities Reports
Please add the Start Date and Complete Date to the Activities reports. I want to be able to easily track how long it is taking for my team to complete certain tasks. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.
6 votes -
A workflow task report that shows the details of the current step/notes entered like the Activities by Contact report
A workflow task report that shows the details of the current step/notes entered like the Activities by Contact report. Or a way to export the workflow with details, rather than just a list that is the result of an export currently.
3 votes -
Run reports and segment clients by premium amount
Not everything has AUM apply to it. For the insurance products, we need to be able to see premium dollars and runs reports on this data point.
3 votes -
Issue dates should be filterable and exportable via account reports
All account fields but especially issue date should be a filterable and exportable option when doing account reports
6 votes -
Add Addresses to the Birthday Reminder Report
The Birthday Reminder report doesn't allow for you to customize the columns, and when doing advanced searched for birthdays you also aren't able to add address as a column option. Having an address column would be very helpful for mailing out birthday cards. Thanks
6 votes -
Ability to run a report on accounts with a specific balance
There should be the ability to run a report on accounts who do not meet a specific required balance rather than having to export all accounts and filter them in excel. For example, it would be very convenient to run a report and find all accounts that are under "***" value
9 votes -
Preset Feature in UDF
Would love to have the a way to preset information within a UDF outside of just the title or "option" choices. We use UDF's very regularly in the office with the "any text" feature to allow for us greater flexibility of what information we want to add. We especially use UDFs for RMD or distribution information for a quick reference. I would love it if I could type in a UDF templates any text, the information we add regularly. So whenever I create a UDF, everything prepopulates within it so all I need to do is essentially fill in the…
6 votes -
created by in reports
Allow all fields to be exportable. Example created by - you can run an advanced search but need an export/report on this
6 votes -
Report - "Activities Assigned to You by You" or "Activities Assigned by You to You"
I understand that I may get a report of activities assigned by me to me if I choose contact in filter. However, I have many contacts and I can't remember everyone who has an activity for me that was assigned by me. For this reason, I request for a report that includes activities assigned by me to me.
To illustrate my circumstance, when I compared the reports available right now (Activities Assigned by you to others; Activities Assigned to you by others) vs. the list that shows under Today's Activities for Everyone, I have found that 50% of what was…
14 votes -
Crucial Report
Can we have a report with, acct #, Actual Investment objective/model, and UDF of our choice?
1 vote -
Customizing reports
I would like the ability to customize the columns in a report. Specifically, the UDF reports by contact should have servicing advisor, status and category, or allow the ability to add additional columns. Sending to search does not include the information from the report and as UDF's are not part of advance search it turns a great report into a multi step export to obtain the information that is not nearly as clean.
19 votes -
CSV Exports Incorrectly Display Special Characters
Some of our client have special characters in their name (such as ñ, á, é, í, ó, ú)
When exported to excel, these are displayed improperly.
Examples:
ñ becomes √±
é becomes éIs it possible for the .csv files to output as a .csv UTF-8 instead?
7 votes -
on the personal profile could you put the font at 11 vs. 8 font. 8 font is very small
We use the personal profile for client folders to keep as a papercopy, but the font is 8. Can you increase the font to 11 instead of us having to increase the font ourselves. 8 is too small of font to read as you get older! :)
4 votes -
Reports > Contacts By Review Frequency > Filters > Add All, Quarterly, and Servicing Advisor
Reports > Contacts By Review Frequency > Add All & Quarterly.
We enter the Contact frequency, then the Admins go to run the report... and they have to wade through separate drop-down filters for Monthly, Weekly, and Annual... and there is no filter by Servicing Advisor! No wonder the admins hate it! On the results page, please default to show "All", add an option for "Quarterly," and include a filter for "Servicing Advisor" also.9 votes -
Suffix listed on Profile Form
I would like to be able to see Jr, Sr, or III for clients with children that have the same name. This would help with confusion when both the parent and the child are clients.
7 votes -
In changing the "Reminder Date" under "Reports"/"Birthday Reports", format, this column does not fill when exported.
The new format is 2021-03-11. The previous format was 03/11/1953. I do not know why this was changed. With the new format not exporting to the Reminder Column, it creates more work for me to reformat the date for my report to the advisors.
I strongly suggest that this be changed back to the previous format.1 vote -
Exclude "All Day" Activities from reports
Would be a nice feature to exclude all day, or JUST show all day activities from reports.
3 votes -
Reports with Filter Templates
The ability to create filter templates when running reports would be awesome. I run several daily reports and a filter template would be great to make the repetitive process less.. repetitive :)
18 votes -
Contacts by State uses the Business Address State.
Contacts by State uses the Business Address State. Please give us a way to change the report to use the Home Address State.
9 votes
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