Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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.
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102 results found
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Roles should be reportable and you should be able to edit them in bulk
- Ability to run a report on ROLES for contacts, since Service Advisor / Writing Advisor are not used for workflows.
- Ability to customize Role titles and add more.
- Set Roles when creating a contact.
- Automations based on Roles
3 votes -
Combine 3 reports into 1: Personal Profile Report, Family Report and Beneficiary Report
It would be very helpful in our meeting preparation to combine the following reports into one: Personal Profile Report, Family Report and Beneficiary Report and "make it pretty", as in the PDF format those 3 reports generate in. The custom reports generate in an excel spreadsheet and not easy to read.
10 votes -
Allow users to create their own reports
I would love the ability to create reports with filters I've created as well as the columns I would like to see in reports.
9 votes -
RMD -Beneficiary IRA at any age
The RMD report needs to be able to adjust for Beneficiary IRA at any age. There should be a field for this in the report. You should not have to go hunting for these accounts. Any one who holds this account has to take an RMD so it should pull into the report. An adjustment needs to be made in Redtail to show these accounts when running this report. OR a field in the filters so you can adjust the report yourself.
4 votes -
report automation
Add the ability to generate/export reports using saved filters on an automated, scheduled basis, sent to email address.
3 votes -
crs
There is now a need to run a report on the sent/signed dates on CRS forms for certain time periods
3 votes -
crs
There is now a need to run reports for sent/completed CRS forms
3 votes -
Print notes - Option for pdf to generate in portrait
Currently when you print a note, it generates a pdf in landscape. If you just adjust your print settings to print in portrait, the font is too tiny to read. It would be great if there was an option to generate printed notes pdf in portrait so the meeting folder doesn't have to be turned sideways to review.
3 votes -
Workflow reports should organize by date
I cannot organize the Workflow Report by estimated completion date. I select the Est Completion Date and would like to organize by that column. However, it's not properly configured. It will appear as if it is organized by most recently completed, but it's organized numerically by mistake. So it shows as 1/16/2023 and then further down 2/01/2024 etc. This makes it extremely hard to view the workflow report and difficult to use it. If I switch the filter the other way, it still doesn't work.
9 votes -
Contact by Duplicate Name Report in RedTail
When running the Contact by Duplicates names report in RedTail, clients with the same name but different SSNs and Addresses show as Duplicate clients in RedTail even though they are different people.
10 votes -
Activity Report filtered by Advisor
A report of open Activities, filtered by activity & Writing Advisor
1 vote -
Activity By Contact Report - Add Column
When running a Activities by Contact report, it would be helpful to add a column for the date the activity was created. We have a number of activities where the start and end dates are changed, so being able to filter by created date would be extremely helpful.
10 votes -
Please add a number of reports under a new Database Cleanup category
I'd love to see reports for database cleanup. For certain things I can make quicklists for this effect (clients without DOB, SSN) but for others I cannot like clients without an address or phone number (since those searches are broken).
3 votes -
Add filter options for permissions report
In the permission report please add the option to select no one under servicing advisor. Also add the option to filter by writing advisor as well. I want to compare a contacts permissions with the writing and servicing advisor they have so over time I can correct bad permissions since automations don't have a trigger of a changed writing or servicing advisor.
6 votes -
jd.koyle@allegisfp.com
Remove Workflow Summary from Notes not permissioned report. There is no way to permission this summary. Maybe create another report to check summaries or allow the option to permission.
3 votes -
jd.koyle@allegisfp.com
It would be very helpful if we could permission the workflow notes.
When you write a note on a workflow, there is not a way to permission that note. It clogs up my notes not permissioned report that I clear out weekly. Or make it so that those notes don't appear in that report.
3 votes -
Create account report, that pulls family and non primary accounts.
Create an accounts report, that pulls family and non primary accounts. Data to include the specific contact for the account, the specific holdings for each account and the grand total that umbrellas the entirety of this information. This would include personal, accounts, family accounts, and non primary accounts. Also friendly for exports to excel as well as PDFs.
3 votes -
Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)
I want to be able to run beneficiary reports for multiple clients at once from a quicklist. I want this done as a bulk action. I would like to be able to run it on the household level and remove closed accounts (So all the normal Beneficiary Report options/functionality, but done in bulk (I would envision) through the contacts / quicklist --> contact options --> reporting function)
Ideally this would produce multiple PDFs (one per household/client), but one combined PDF can work too, so long as no page combines information from two different households.
Currently, I do annual beneficiary reviews…
3 votes -
Beneficiary Report
Would you be able to add the Tax Qualified Type to the Beneficiary Reports for All and All Non-Closed? This is information that we currently have to hand write on after the report is run for our Advisors.
2 votes -
Create report of accounts for specified issue date range
Currently this custom export template will pull ALL accounts from any client that has even just one account for the specified date range. The report should only pull the accounts for that specified date range.
3 votes
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