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.
102 results found
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Allow the option to redact account numbers from reports
Add the ability to "redact" or "mask" account numbers on reports so that they can easily be emailed.
3 votes -
custom date search in Review Report
In the Review Report, it would be nice to have a custom date parameter
1 vote -
Add Contacts by Employer Report option
Add a 'Contacts by Employer' option in the Reporting section of Redtail.
1 vote -
Allow data base owners to grant access to reports.
The fact that only data base owners have access to reports forces CEOs to do CCOs' job. RedTail Speak is great. The fact that I have to have my CEO access the report, download it and send it to me is inefficient. I would think allowing data base owners to designate viewing rights would be logical. Thank you.
7 votes -
RMD Report needs improved
There are two improvements needed for RMD's, first the "Contacts by RMD" Report is running for clients turning 72 (the RMD start age is 73 starting in 2023). Second, when running the report, there is a check box to only include "qualified accounts". Not all qualified accounts are have a RMD requirement (such as Roth IRA, UTMA, UGMA, HSA, Educational IRA, MSA). This results in a RMD report with accounts not needing a RMD. Request to adjust age to 73 for the report and the ability to include/exclude specific types of qualified accounts.
3 votes -
Daily Summary Report
A daily report of all activities and notes completed that day by CSA that can be emailed to the advisor so they can stay in the loop of happenings with clients by just reading a quick email briefing.
3 votes -
Return to the top of the page when clicking on next page
When there are multiple pages on a view, it currently starts at the bottom of the page when you click on next page, and you need to scroll up to begin at the top. Click on next page should begin at the TOP of the page.
3 votes -
download pdf
The ability to choose whether you want to view or download a document when opened in Imaging. Right now you can only view and have to click another button to get it downloaded.
1 vote -
Redtail makes available a few Morningstar reports that are accessible from the Client and accounts tabs. Unfortunately, the default benchma
If you can't make Benchmarks customizable, use the Auto Benchmark feature available in MS Advisor Workstation!
3 votes -
Filter Contact Report by Tag Group
It would be convenient to have a Tag Group filter available for Contact Reports.
2 votes -
Reports - Notes Not permission
I would like to be able to click on the note that isn't permissioned and it takes me to that contact that the note is linking to. When I have agents that do not permission their notes properly, I have to go in and apply those permissions. It makes it very difficult to permission the notes when you can't click on it and see what contact it is attached to.
The other thing that would be helpful is being able to see the contact name in the Report that the note is tied to. Both would be amazing but this…
3 votes -
Ability to Print Notes by Contact that shows the Comments
We use Comments on notes a lot, we have a rule of same day/same topic but there is important information being added under Comments. We are going to be told that we can no longer use Comments since they will not print out on Notes by Contact Report. They also do not print out when you click on Notes in a clients RT record and choose the category of note you want to print. This would be a very useful feature to be able to export out to PDF and have the comments show as well. The only option currently…
3 votes -
Activities By Contact-Search By Who Added Activity
When running the "Activities By Contact" report, it would be nice to have a filter option that allows us to filter by the user who added the activity. We have several team members, and it would be nice to be able to look up all of the activities a specific user added to Redtail.
3 votes -
More Details and Input Options for Annuities
Able to add more details about the annuities, such as withdrawal reports, annual value updates, etc. Also, there is not option to add a SPIA as an account type.
4 votes -
Add logo to Summary Reports
Be able to add/upload our Company Logo to Account Summary Reports
1 vote -
Contacts By Professional Contact - Add 'Professional Contact' field to filter
Add 'Professional Contact' field to filter of 'Contacts By Professional Contact' report. I understand we can use the advanced search function, but it does not display the professional contact on the screen like the 'Contacts By Professional Contact' report.
1 vote -
Running Reports that show the created date of any given workflow
Enhance the reporting to where it's possible to run a report for the created date of any given workflows. This will be extraordinarily helpful from an analytics perspective because it will allow us to track the ebbs & flows of a firm's volume along with identifying trends in business that will help to inform the firm.
3 votes -
filter by occupation type
It would be helpful to pull a report for 'Referral By' by the contact type. For example, instead of listing the name of a CPA, just list 'CPA'. The same could be said for client referrals - once again, instead of the client name, just list 'client'. Furthermore, if it's a referral received from our company website, it would be nice to have 'website' listed.
8 votes -
Activities by Contact Report - Add Servicing Advisor to Export
Please add Servicing Advisor to the excel/csv export of the Activities by Contact Report.
You can filter the visible activities by Servicing Advisor in Activities by Contact Report, but the export does not include the Servicing Advisor.
5 votes -
filter by completion date
Would like the ability to filter by completion date. Currently it only filters by start or assigned date which doesn't help if I wanted to see a report of all activities that were completed last month for example.
9 votes
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