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.

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  1. Deceased Status & Death Date on Personal Profile

    I would love to have the Death Date and the status of Deceased on the personal profile, i hate the idea of disconnecting a family and not have the deceased spouse on the personal profile so this would help with that

    51 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  2. custom reporting

    Let us be able to customize the way things show up on reports and / or create new reports from scratch.

    On confidential personal profile, would like to be able to use alternate titles other than "client" and "spouse"

    23 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Family Relationships Global Report - Bulk

    I see someone previously asked for this feature but the recommendation was at the contact level ("family report"). I would like to run this report for all of my contacts in bulk.

    8 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  4. UDF

    The 7/1/19 update changing the .pdf report printing to landscape vs portrait does not work for us at all! Plus on the UDF report we lost all the spacing and line breaks we carefully entered trying to make the report more readable. PLEASE give us the option on the orientation of reports and replace the spacing.

    7 votes
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  5. Timer

    Create a "History Time Spent" report, showing the time spent on tasks billed by the hour (i.e. financial planning).

    4 votes
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  6. 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.

    6 votes
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  7. View all contacts in a generated report instead of only 50 at a time with multiple pages

    When you create a client report you can only view 50 contacts at a time with multiple page tabs. Instead it would be easier to view all contacts that fall into that report made.

    11 votes
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  8. 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.

    24 votes
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  9. Reports > Contacts > No Contact > Days In Past > Add YTD & QTD

    We use Reports > Contacts > No Contact to track clients that we haven't had contact with that Year to Date or Quarter to Date. However, the date options on the Filter only include "Days in Past" (15, 30, 90, etc). This is frustrating because my team wants to know how well we are doing on our Quarterly contacts now that we are mid way through the quarter... but there is no way to get that Quarter To Date report or Year to Date report from the options! So please add either YTD & QTD or provide a Custom date…

    9 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Ability to filter Notes report for additional clients after creating first report

    We can create Notes report and filter it; but to repeat the process for additional clients, we have to go back to square one (Notes/Reports/Filter).
    Allow us the ability to save the first pdf report and then go back to "Filter" and change those parameters without the software freezing up.

    18 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Clients by zip codes charts

    I would like to see and be able to have a list and pie chart for active clients according to zip codes. Easier and better to see what zip codes areas get our majority of clients. Better to target areas.

    11 votes
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  12. Personal Profile Form - Accounts Ownership

    On the personal profile form I like how you list the accounts of the household but don't like you can't tell whose account is whose.

    20 votes
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  13. activity created by report

    Would like to see a report that tells us how many appointments were set and which user set them. This could be accomplished by simply using an Activity report that is already out there (Activities by Contact) and adding the activity's Created by and Created Date fields.

    15 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 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.

    24 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Narrowing Down UDF Reports

    It would be a really nice feature to be able to utilize more than one user define field to narrow down a report. For example, searching by a UDF that is a yes or no value, then narrowing THAT search down by another filter.

    15 votes
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  16. Add filters to UDF Reports

    Add a column for advisor or the ability to add columns to the reports or a filter to allow advisor selection. I understand we can send to search, then do a custom export but those are extra steps that shouldn't be necessary..

    9 votes
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  17. Note Report

    We would like the ability to format/customize the Note Report in Redtail. When generating this report the information displayed isn't organized in a way we'd prefer. We would like the information to display vertically as opposed to horizontally (ideally be able to flip between both views). Listing Contact Name, Note Added, Account Number, Note, etc) on the left side in a vertical manner as opposed to a header horizontally.

    12 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Reports > Fiduciary > No Contact > Add Advisor fields

    We are using the Fiduciary > No Contact report to keep on top of our client contacts in 2019. It is great to have this function available.

    One problem is that we have four Financial Advisors... so this report is kind of overwhelming without knowing which client is serviced by whom. It would work much better if we could sort or filter by Advisor, whether Servicing or Writing. Or if you are going in the direction of using Roles, then the Advisor, Associate Advisor, and CSA roles. I don't really care which approach you use, just pick one!

    9 votes
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  19. Account by contact and owner

    I would like to export an account list with all the contacts associated with that the account, specifically a row per contact/owner. When I need to issue statements this export provides that data on who get what statement. An example being an organization or trust that statements get issued to multiple people

    1 vote
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  20. Add description to custom export templates

    It would be helpful to have a Description field for the Custom Export Templates so we can remember what each one is for.

    6 votes
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