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 email@example.com or check out our HelpDesk articles on getting started.
228 results found
Add writing advisor to No Contact report filter
We use servicing advisor to show who is the rep on the account but we use writing advisor to show who is responsible for the account. It would be useful for us to be able to run no contact report by writing advisor.11 votes
Imagine a Gantt chart that can show a manager in one glance what workflow tasks are incomplete.
Currently, as the owner of my firm, if I want to see where we are falling behind on workflow tasks I have to go into every single workflow. a Single one-page Gantt chart with colors to code where things are incomplete could tell me the whole story in one glance. This would be a HUGE time saver. One of your competitors has this and I saw this at an FPA conference. was hoping it was RedTail and I see that it was not. You have so much good here, this would be the icing on the cake.10 votes
It would be helpful to be able to run a report for both held away accounts and AUM accounts
Defining the accounts that are listed as AUM under the Account types on the landing page of CRM would be very helpful for support that accounts are identified in CRM correctly.4 votes
workflow report bulk actions
Please allow bulk selection/changing/actions on the Workflow Report and Workflow Task report. For example, being able to select multiple and completing them all at once12 votes
Would you please consider adding beneficiary data to your report-writer function? This would include primary and contingent beneficiary information. With covid, we are trying to watch out for our clients without beneficiary data or for married clients without contingent beneficiary data. Thank you for your time.15 votes
Custom reports showing specific meeting notes filtered by category.
So I would like to see one report quarterly for clients including:
Pedigree info 0 Spouse, kids, hobbies
Notes from our last meeting (not necessarily ALL notes
Planning Ideas ( i created a Planning idea category for notes)5 votes
allow us to run reports based on how old an account is
important to be able to locate accounts based on age due to multpile opportunities that exist2 votes
Option to sort "Notes by Contact" reports by client name
I'd love to be able to sort the "Notes by Contact" report by client names. That way when viewing you can see the notes/actives chronologically by client vs. just by date. It would be helpful to see all the notes pertaining to each client grouped together.3 votes
Allow Reports for Account Flags
We took the time to utilize the discretionary flag under accounts and now find out there is no ability to run a report that will provide that information. Please create a report or add a custom report where that flag can be selected.14 votes
Confidential Personal Profile
Would love to have other fields on this for progress reviews such as:
Search filter fields in reporting, etc.
This really applies to anywhere you filter your options, but being able to search the dropdown filters would be WONDERFUL. I am especially thinking of the Account Company, Account Products, and Account Type fields. They are so long, and most of the time I am trying to filter by a mix of criteria and I find that I scroll past what I need.9 votes
Navigation on Reports
For reports generated that are multiple pages, a navigation bar is produced at the bottom of each "page" of data. Can this navigation bar be both at the top and the bottom of these reports to eliminate the need to scroll top the bottom before advancing to the next page. If the list is alphabetical, you can quickly move through the pages to the page you need to view.10 votes
For the Activities Reports, it would be nice if you added one more column - Contact status. That would be so helpful. Thank you.help
For the Activities report, it would be so nice if you added one more column for contact status. This would be so helpful. Thank you.1 vote
The Microsoft software used is out of date. The reports show up in Microsoft 2003 format, which has caused some issues with generating the mailing labels to print out on the sticker templates. I think the software for the reports needs to be updated.11 votes
Contacts not Permissioned, Filter by Type of Contact
When running the Contact NOT permissioned report, we should have the ability to identify each contact by the type of contact they are (individual, business, trust etc..). I know in our firm, we usually do not permission companies unless the company themselves are our clients. Because of that, our report for this feature has 100's of business names mixed with individuals and we would love to filter between the two3 votes
Tracking Training Webinars
It would be great to to be able to track what users watch webinars. We want our staff to better utilize the training that RedTail offers and create mandatory webinars to watch by certain dates. However, right now its more of an honor code if they complete the training since there is no way to track it6 votes
add filters to contact by state report; active verses inactive etc.
add various filters to the contact by state report; had to manually edit it. would be nice to have options to filter.6 votes
Account Owner Report
Why is there no report that shows who is listed in the accounts screen as owner(s) of an account. We can get a report showing the contact the account is tied to but that is not helpful if we would like to see who the joint owners are on an account or if we have missed noting them as an owner. What is the point of being able to note account owners on the account screen if we can't run a report on them?7 votes
Search account type (etc.) when filtering in reporting
The account type list is extremely long, so it would be nice to search in the filters in addition to scrolling through a list to check the types you want to filter by.10 votes
Modify the Last Activity report filter
We should be able to select the type of activity you want to filter out when using the Last Activity export feature. Currently, it just pulls the last activity, whether it is a meeting, phone call or task. I would like to be able to further specify the type. Last phone call made to a client etc.15 votes
- Don't see your idea?