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!
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24 results found
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Timer
Create a "History Time Spent" report, showing the time spent on tasks billed by the hour (i.e. financial planning).
7 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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notes report filter
Please add the ability to also filter the type of activity. We can filter the category (review, acct notes, general, etc) but not specific activities. I would like to have a report where I can see the notes that may relate to the review category but only want notes for the appointment activity and not see notes for phone calls and others. I can run an activity report but the only notes that show there are anything entered in the description box, not any notes that have been attached.
9 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Reports > Contacts > No Contact > Add Writing Advisor Filed
We have 14 Financial Advisors... so this report is useless without knowing which client is serviced by whom. It would work much better if we could filter by writing Advisor.
27 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf
We want to utilize the UDF fields for our client meetings and be able to print out certain fields, such as RMD, Systematic Withdrawals, Contributions, Etc...As of now, we can only choose ONE UDF or ALL the UDF fields to export into a pdf. We would love to be able to have the option of which UDF field we want to export as a pdf. And no, a custom export will not work for what we are trying to accomplish, we need a pdf format for what we are trying to accomplish.
31 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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custom report to PDF to show Client Account details and balance and withdrawals and RMD
Rather than a spreadsheet I'd like a custom REPORT to PDF to showing Client Account details and balance and withdrawals and RMD and date for review with client
14 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Pinned Post Report
Create a report where it'll show all pinned notes in the database.
10 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Family Report
When running a Family report you can only do it on one client. Please consider a way to run a family report on all clients at the same time so you do not have to go to each client one by one to run the report. We would like to have one report that lists all family members for each client. When running a membership report some children do not have the same last name as their parents so they are not listed with the parent they are some where else on the report according to their name. It would…
13 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Filter Activity Reports by contact status
Ability to filter Activity Reports by contact status.
43 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Contact Options - Reports
Hello. Please make a change to allow the Reports under Contact Options to be customized. It would be fantastic if we could custom select which fields we want to include in these reports. Thanks for your consideration.
21 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Account UDF Report Filter Enhancements
It would be very helpful to have more filter options when running the account UDF report. I would like to choose the UDF but then make sure it only pulls open accounts. We like to keep the UDFs in closed accounts for the sake of record keeping.
22 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Automatically Create and Email Reports to User in Recurring Schedule
Save Filter in Activity Reports and possible automated report generation?
When we want to apply a filter to the "Activities by contact" report, we would value the ability to save a particular set of parameters for our filters that we can run on a systematic basis (daily, weekly, etc).Even further wishful thinking would be to be able to schedule this report to be run and emailed on an automated basis.
65 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Please add more robust tax report capabilities
Please add a way to run a report with all the "Estimated Tax Information" fields: Adjusted Gross Income, Estimated Taxes, Tax Year, and Estimated Tax Bracket.
22 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Print Full Activity Details, Including Linked Notes
Currently when printing an activity, only the portion of the description box that is showing on the web screen at that time appears. Additionally, the Linked notes are not printed out with it. If they are printed out with it, they are cut off and listed as (more...). We need to see all of the details surrounding that activity in an easily printable format.
27 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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filter workflow replorts by Step
I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.
Thanks!
9 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Bulk Printing of Confidential Personal Profile
It would be great if we could Bulk Printing of Confidential Personal Profile. Going into each family is very time consuming.
31 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Beneficiary Report
Is there anyway to include all names when running a beneficiary report on family account - or list the "family name?" right now it only shows the individual
107 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Client Review Report
A report including the following information, which is critical for a client review would be GREAT!! A custom export doesn't work for this type of information. Thanks!
-Name, phone, email address, DOB, category (select/elite, etc)
-Accounts & Balances
-Opportunities
-Client Review items (1st review, Review, Next Review Date)
-Written agreements review
-Strategic Allocation Model ( Objective, time horizon, risk tolerance)
-Estimated Tax Info(AGI, estimated taxes, tax year, estimated tax bracket)
-Estimated Net Worth (total Assets, Total liabilities)Important Info:
-Personal Interests
-Employments (Occupation, gross annual income, retire date)
-Professional Contacts (CPA, attorney, etc.)89 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Please add filter columns back to the activity by contact report
please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column
17 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report
work on this report for us. trying to clean up our clients' beneficiary data.need the report in order to do this efficiently. We need to capture beneficiary data for clients' accounts to reach out to the missing ones and get the info.
13 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Portfolio Reporting
Portfolio Detailed report needs to be more detailed. Life policies - Benefit amount, premium. Fixed accounts - Interest Rates. LTC policies - Daily Benefit, Premium..ect
297 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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