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.

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  1. Contact Record Return To Report

    Is there a way to go back to a Report if, after you have ran the report, you click on one of the Contacts and then want to return to the Report? I just ran a Fiduciary report and then clicked on a Contact but didn't see an option to RETURN to the REPORT; the only way would be to OPEN the Contact in a new tab/window?

    6 votes
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  2. We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them.

    We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them. Not all joint owners are spouses and after integrating we need to validate information to make sure all accounts are listing under the co-owner.

    4 votes
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  3. Account filter to generate that report export

    When I run and advanced search and lets say, search for account status open, I get a list of contacts that have open accounts. However, when I try to export this list, I get ALL accounts that the contacts that may have had 1 or 2 accounts that were open, now showing ALL their accounts. This is a terrible process as then I have to manually remove the account statuses I never wanted in the first place again. Your filter tool should be able to filter account data all the way to the report export otherwise it's not very useful.

    4 votes
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  4. portfolio summary

    For Portfolio Summary show the face amount of the life insurance policies.

    1 vote
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  5. client account summary report

    We would like to have a report that could be given to a client that shows company, product, type, tax status, and value that looks nice. The Portfolio summary report is ok but needs some work. It would be nice to hide or exclude certain accounts from the report. I.E. a life policy cause it doesn't seem that relevant. Second it would be nice to sort them by tax type. "here is all your ira accounts" here is all your roth". Also consolidate the line items about ownership or remove them so each account doesn't take up a ton of…

    3 votes
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  6. Accounts By Status

    The Report "Accounts By Status" should change the name to "Accounts by Open/Close" since the word "STATUS" is used in Contact Details as a user defined field and this report does not reference that field.

    3 votes
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  7. Add page no's to the top of the reports as well as the bottow

    If this is done then i don't have to scroll to the bottom of the page to know what page i'm on

    1 vote
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  8. Create a duplicate by phone number report

    Create a duplicate by phone number report to make clean up practical. There are many similar names but phone numbers are more unique to a client. Thanks.

    3 votes
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  9. No contact report

    No Contact Report - The report pulls from Activities. Can it be all inclusive to include workflows and E-mail history? There are plenty of e-mail touches that do not require an Activity to be created.

    6 votes
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  10. Primary number and address stand out on Personal Profile Form

    On the Confidential Personal Profile form, it would be helpful to have the "Primary" contact information stand out among the rest of the numbers and addresses listed. The Primary numbers and addresses are mixed in with all of the others on the form, with no way to differentiate.

    9 votes
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  11. Ability to filter 'Notes by User - All Time' report by date

    I would love the ability to filter the 'Notes by User - All Time' report by time period. That would be great!

    6 votes
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  12. Personal Profile

    Include "Memberships" in the report so we can see the names of adult children and other family members. Or consider including a few customization options in the personal profile form, memberships being one option.

    10 votes
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  13. Combined Email History and Note Report for Household

    We would like to be able to export a report that shows all notes and email history for a household. That way when an advisor is ready to go into a meeting he could glance at a report that shows all client communication for the last year (all notes and emails for the household). Right now this is 4 separate reports - notes for both spouses and email history for both spouses.

    16 votes
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  14. If favorite contacts, why not favorite reports?

    It must have been a slow month for the developers when all they came up with was the ability to make a contact a favorite.

    How about being able to create standing reports that can be re-RUN instead of re-CREATED every time they're needed?

    6 votes
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  15. Creation of Report to report on Best Interest (CRS) Dates

    It would be extremely helpful if you could create a report in the Reports section where you could see all accounts with information completed in the Best Interest section on the accounts. Currently, you can run a Client Summary report under Fiduciary Reports but it automatically filters, showing only tax-qualified accounts with no way to include all accounts. Can you also create fields for the Best Interest (CRS) on the Custom Export Template?

    24 votes
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  16. 7 votes
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  17. Report for contacts should be able to filter on contact type.

    Report for contacts should be able to filter on contact type.

    3 votes
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  18. Make it easier to navigate back to the last place

    When creating a report for the purposes of database clean up I noticed that when I leave the report to go into the customer file/page to clean it up, I am automatically directed back to the top of the report when I go back into it to proceed to the next customer page. Is there a way to be able to go back to my place in the report. I have reports that have hundreds of names in them, to have to page back several times to get to my last place makes a tedious job that much more tedious.…

    2 votes
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  19. buttons at top of reports

    Can the buttons at top right of reports, specifically Duplicate Contact Names, be static so that as you scroll down the list the buttons are always accessible. Thanks!!

    7 votes
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  20. Make an option to output the Beneficiary Report landscape

    Please have an option somewhere to switch the beneficiary report to landscape -- we use the report in our client reviews and all other pages are landscape. Thank you!

    27 votes
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