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!
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86 results found
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udf report filter improvement
When I run a report for UDFs sometimes I want to see all values for a certain UDF, not just a specific value. I should be able to leave the bottom to boxes blank if I want.
30 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add flag on the Personal Profile Form that indicates which information is marked as Primary and Preferred on the Contact Card
When the Personal Profile report gets printed, even though you have the option in RedTail to know if a address or phone number is preferred, there is no indication on the report if it is or not. Please provide a way of indicating this. Thanks
20 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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report by role
Be able to generate a report that shows contacts by there role and also a report that shows those not assigned a role.
63 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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filter workflow replorts by Step
I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.
Thanks!
9 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add Activity Date colum to Contact Last Activity Report
When running the "Contact Last Activity Report" it only shows the activity completion date, adding a colum for the actual activity date would helpful, especially if you are late marking activities complete.
1 voteThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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sorting in reports should display that way in PDFs
Please allow sorting with the "importance" field for the final pdf version. Currently you can sort for the screen, but the pdf will not keep the order or show that field.
25 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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activity report
The activity report filter options has a box to check to show only activities that do not have a linked contact. It would be helpful to also have box to check to only show activities with a linked contact.
6 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Included salutations on reports
It would be helpful to have the salutation field included on reports. I hand address birthday cards each month and use the "birthday report" to print off the list of birthday cards to reference when hand addressing the envelopes. If the client is a doctor with the salutation of "Dr." it doesn't show up on my report to reference when addressing the envelopes. Currently, my work around is to change the first name of the contact to include "Dr." as part of the first name.
9 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under Contact
Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under the Contact header on the main menu bar. Visually, they are well displayed but there is no print format option.
4 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Client Interaction Heatmap
Something that would be cool is if there was a list of clients that was arranged so I could visualize who I haven't interacted with in a while.
For clients whom I've recently seen, their name would come up as red/orange/yellow (hot) indicating I've just dealt with them. For clients whom I haven't dealt with in a while, their name would be purple/blue (cold) to indicate that I need to give them some attention.16 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Bulk Printing of Confidential Personal Profile
It would be great if we could Bulk Printing of Confidential Personal Profile. Going into each family is very time consuming.
31 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Beneficiary Report
Is there anyway to include all names when running a beneficiary report on family account - or list the "family name?" right now it only shows the individual
107 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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When printing a Confidential Personal Profile, print ALL addresses whether home, mailing, additional 2nd home addresses, etc
When printing a Confidential Personal Profile, print ALL addresses but foremost both home and mailing addresses. Also on contacts that have a 2nd home, etc.
26 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Client Review Report
A report including the following information, which is critical for a client review would be GREAT!! A custom export doesn't work for this type of information. Thanks!
-Name, phone, email address, DOB, category (select/elite, etc)
-Accounts & Balances
-Opportunities
-Client Review items (1st review, Review, Next Review Date)
-Written agreements review
-Strategic Allocation Model ( Objective, time horizon, risk tolerance)
-Estimated Tax Info(AGI, estimated taxes, tax year, estimated tax bracket)
-Estimated Net Worth (total Assets, Total liabilities)Important Info:
-Personal Interests
-Employments (Occupation, gross annual income, retire date)
-Professional Contacts (CPA, attorney, etc.)83 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Activity Report
Can we add a column for account number in the report? This will be a big help to our compliance department!
3 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Please add filter columns back to the activity by contact report
please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column
14 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report
work on this report for us. trying to clean up our clients' beneficiary data.need the report in order to do this efficiently. We need to capture beneficiary data for clients' accounts to reach out to the missing ones and get the info.
13 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Please add client picture to the Personal Profile Form
It would be quite helpful if I could print a report that had basic information for a client and family, along with pictures of each. As my client book grows, it's important that I stay close and personal to clients. If I had a report with names of a family, pictures, and maybe even personal likes and interests, that would give me GREAT information for the start of a meeting, which we like to keep on the personal side rather than on the business side of talking points.
26 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Portfolio Reporting
Portfolio Detailed report needs to be more detailed. Life policies - Benefit amount, premium. Fixed accounts - Interest Rates. LTC policies - Daily Benefit, Premium..ect
294 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Contact Detail Report
The current Contact Detail Report has several issuses (some of which have already been tagged by others.) My two main issues with it are:
1. It doesn't print all the addresses/phone numbers/etc. on the contact card. Apparently just the primaries? Many of our clients have vacation homes, alternate mailing addresses etc. Everything in the Contact Card should print.
2. The "Custom Titles" don't print with the information. You end up with unlabeled numbers & addresses - the custom titles are very important. (Joe's cell/Joe's work/Ann's cell/Ann's daughter/Ann's work)We use this at every client meeting to review their contact info,…
9 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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