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.
74 results found
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match custom export headers match mail merge fields
match custom export headers to mail merge fields. the default settings table has underlines in the headers and your mail merge fields do not. they should match for no errors and brand consistency.
3 votes -
Add a report to print beneficiaries by Household
We need a way of confirming beneficiary information with our clients annually. A report showing beneficiaries by household, by account would be highly desired due to the important nature of this information.
2 votes -
spouses employer on custom export
Please please please add more fields for spouses. We would love for spouses employer to be added as just job title is there now. Thank you.
3 votes -
label
Would like to be able to pint out labels for client file folders. I would like the label to show client last name and first same (in that order). I am surprised that this is not available in Redtail. After speaking to tech support, I was told that the only labels will have clients address listed and I would have to delete in Word. Additionally, there is no way to just print client( Family) Last name. This needs to be enabled! Thanks!
3 votes -
Add a custom export field for created by
With multiple people working in a database it's important to be able to export in mass and audit the contacts created. Custom exports should allow a line for who created/added the contact into the CRM.
3 votes -
Add spouse nickname to merge field
Add a merge field for SpouseNickname. Currently the only option defaults with the Spouses first name, if the Nickname field is empty.
1 vote -
custom export- spouse
For “Spouse” in Custom Export… include Employer as a field (since Job Title is already an option there). It would be so helpful to have this field as an option.
3 votes -
Add another search option in Account General Information for Delivery Date when running a custom report.
Please add this option - it is not currently available for a custom report.
1 vote -
Scheduled - automated Custom Export
Is there a way to add a feature to SCHEDULE a Custom Export (or even report) for a specific date and (approx) time? This would be HUGE over events like month end, or tag group lables, reports etc.
But mostly, I want to be able to schedule a specific Custom Export to occur the morning of the first business day, after the close of the last day of a month.
For example, on 10-01-22 I'd like to schedule a Custom Export containing account numbers and values that represent the close of business 9-30-22 in case I am not physically here…
2 votes -
User Define Fields for Contact & Accounts
The option to print a pdf version for Account User Defined Fields.
6 votes -
Spouse phone & email in Custom Export
Would it be possible to add spouse phone numbers and email addresses to custom exports? The idea would be to export head of households, so there is only one row of data per HH with all info needed to contact both parties of that HH. Thank you.
6 votes -
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.
4 votes -
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 -
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!!
12 votes -
16 votes
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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 -
Add Roles to Custom Exports
We would love to sort scheduling reports by who the client's associate advisor is.
12 votes -
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 -
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.
18 votes -
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.
7 votes
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