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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  1. Custom Export Template Field Choices are Limited for the Spouse.

    For the Custom Export Template field choices you have several for Basic Info and Contact Details for the Contact Record. The field options for the Spouse are limited. The filed options for Spouse Basic Info and Spouse Details should match the Basic Info and Contact Details. We want a single export including this info for both contacts in a household.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Ability to export just last 4 digits of client tax id in report

    Would like ability to export just last 4 digits of client tax id in report. I do not want all digits of client tax to be exported. his is similar to the contacts view in Redtail.

    6 votes
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  3. Ability to export ALL account information

    Instead of making us beg for each account detail to be an option for custom export, just allow all info within the account details profile to be an option for custom exports. We wasted a ton of time entering LTC information so we can summarize it for our clients just to be told that part of account information can't be exported. So unnecessary, why would you purposefully limit the system like that and then make us ask for years for it be improved. All info shold be exported or reportable.. no reason to make it so limited!!

    3 votes
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  4. 7 votes
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  5. Send to Mailchimp - Include Phone Number Please!

    When sending contact information out of Redtail to Mailchimp, we only get the contact name and email address (which is still helpful!) It would be great if the exported information also included the phone number, city, and ZIP code (but I'd settle for just the phone number). Thanks!

    3 votes
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  6. Add Roles to Custom Exports

    We would love to sort scheduling reports by who the client's associate advisor is.

    12 votes
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  7. spouse Date of Death on exports

    Could we have the ability to export the spouses Date of Death? We try to export only one row per family and create letters with them. It would be nice to know if the spouse was dead so we don't accidentally address a letter to them and make a faux pas.
    Thank you!

    5 votes
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  8. Add Contact Roles as options for Custom Exports

    Seems silly that you can't export a list of clients and see who their Advisor, Associate Advisor and CSA are.

    12 votes
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  9. Please consider making "Discretionary" a field for custom export.

    We are required to disclose this on our annual ADV report. The information is stored. It would be nice if we could access it. Thank you.

    4 votes
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  10. Custom Export Include Assigned Permission

    It would be helpful to be able to include the assigned permissions in a custom export to make it easier to review which contacts are assigned to which permissions.

    3 votes
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  11. Entity Name as an option on Custom Export

    When we run a list of clients typically we use family name, first name, and last name. But when entity clients are included on the list these fields are left blank as it is not an option to include the entity name in the custom export. Therefore it is hard to tell what entity these blanks are for.

    6 votes
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  12. Get Client ID and Account ID on the same export

    Any export that has both client-level information and account-level information on it should include a column for both the client ID and the account ID. This would make comparing different exports much easier. It would also help ensure imports that come from large efforts are going to the correct records.

    In our system, some clients have the same name, and some accounts don't have a unique number. These are very difficult to match across exports.

    In Redtail reports, accounts export with client name as LASTNAME, FIRSTNAME (NICKNAME). However, custom exports do not have this as a selectable field, only FIRSTNAME…

    16 votes
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  13. Please add Preferred Email and Phone# as options on the Custom Export Template

    Add the preferred emails and phone numbers as an option to the Custom Export Template.

    5 votes
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  14. select all in contacts by state report

    When running a report for "Contacts by State" filter options should have a select all option. Then one can uncheck the states not needed.

    7 votes
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  15. MS Teams Intergration - Contact Information (Teams Voice)

    We have switched to Teams Voice - it would be nice if the Client phone numbers could automatically port to teams.

    18 votes
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  16. CUSTOM EXPORT TEMPLATE

    We have a LOT of custom export templates because we have a large staff and everyone has different needs. How about allowing each user to mark the templates they use as Favorites so that they can just look at the list of templates that they use instead of having to scroll through everyone else's?

    6 votes
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  17. export from advanced search

    We need the ability to export a list that we run in contacts advanced search and be able to select the fields that we export.

    6 votes
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  18. Report for insurance premiums due

    I need to run a report for a life insurance policy to show the clients who have a premium coming due. I can run a custom export, but it doesn't reflect the client's who have modal premiums.

    5 votes
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  19. Contact > State Field for Custom Export

    Please add a State field so that we can include that in Custom Exports without having to deal with the whole address.

    7 votes
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  20. Deceased client removed from all client look up reports and labels

    Remove deceased clients from All Client reports for the purpose of mailings.

    1 vote
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