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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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86 results found

  1. When downloading an activity report in PDF, please have the priority levels (1-6) listed in the PDF.

    If I print out an activity sheet in PDF (though has the function in Excel) it doesn't have the priority levels. Would like to easily distingush beween our most important tasks (1), to task in process like larger projects (6).

    19 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. Incorporate a more flexible report writing function. Allowing users to created detailed reports.

    18 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Report Disclosures Editablility

    Report disclosures:
    1) Should only be editable by Administrative users
    2) Should have the ability to change font size due to various lengths of disclosures (or so font isn't same size as the rest of the report)
    3) Should be standard length of characters among all reports (one report current allows 6 lines of text whereas another report allows 8 lines of text)

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    219 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. Create a "Business Personal Profile Form" for Business Records

    Printing a personal profile report is great however I also need the capability of printing a profile report that is catered toward my 'business' contacts. Making sure the profile report has been created with 'business' information rather than a family's information.

    33 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  6. Save 'Common Filters' on Activity Reports

    currently, you can run activity reports by activity, user, etc. This is very helpful, but takes a lot of clicks. Give users the ability to "save" their commonly run activity reports.

    235 votes
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    27 comments  ·  Reports, Exports & PDFs  ·  Admin →
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