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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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How can we improve Redtail Technology's CRM?

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24 results found

  1. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    I want to start sending nnivesary cards. A report like birthday report that shows anniversary date instead of birthday would be helpful. Make a quick list of all people with anniversairy in month of May, June, etc., and click anniversary report instead of having to create a custom report.

    84 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. Notes Report

    It would be helpful if we could print the Notes Report for a specific account for a client. Ex. If a client wants to talk about their IRA, we have to print a Note Report that includes all notes for all accounts, which requires us to search through the report to highlight the notes for the IRA if the client has multiple accounts.

    10 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Customize Personal Profile Form

    The personal profile form is a way to quickly gather information on a client or prospect before a meeting. It would be great if this was customizable. Half of the info I don't care about there are many things missing that would be great to have on the sheet.

    468 votes
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    40 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.

    225 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Admin →
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