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.
262 results found
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When pulling a report, it would be helpful to pull using Primary Address only.
When pulling a report from Redtail, I would like to pull contacts based on their primary address only.
1 vote -
Active Contact Age Demographics
Active Contact Age demographics.
-Valuation analytics uses the average age of a practices clients to determine what the value of your practice is. This is very heavily weighted to determine the true value for succession planning and currently, Redtail only shows the age of ALL clients that have ever been entered in the data base, instead of just active clients.3 votes -
filter by completion date
Would like the ability to filter by completion date. Currently it only filters by start or assigned date which doesn't help if I wanted to see a report of all activities that were completed last month for example.
7 votes -
Contact Report with Photo
We would like to be able to advanced search for a subset of contacts and then run a report/export with the contact's name and the profile picture so we can refresh our memory and put names to faces well at a client event.
3 votes -
Edit the accounts by agent name report
Limit the viewing capabilities on the "account by agent name" report. Unfortunately, all account numbers and contact names are visible to every user through the account by agent name report.
1 vote -
3 votes
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Report with Activity Creation Date
I would like the Activity Reports to include a column for the Activity Creation Date. It is critical for us to be able to determine when an activity was completed in relation to it's creation date in addition to the start and end date which may be changed by users at any time.
1 vote -
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.
4 votes -
ability to filter UDF dates by greater than, less than or between for dates
Currently only allows equal to not equal to.
1 vote -
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 -
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 -
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.
2 votes -
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 -
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)
2 votes -
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.
7 votes
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