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 udf

    Now custom export has the ability to export the UDF's, however if you have the same UDF in the same contact profile (or account profile) it will only export one of those. We, due to lack of a commissions/fee tracking module, use the same UDF's multiple times. Would be helpful to have all instances of the UDF exported in the custom export for reporting.

    21 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  2. need all fields available to select from for custom reporting

    We need to option to select from ALL fields within a client record and their account records for custom exporting, and would love to have the option to run it in a nice PDF format.

    884 votes
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    83 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Add the "Is Head of Household" field to Custom Export Template

    Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.

    16 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  4. SHOW BENEFICIARY INFO IN CUSTOM REPORTS

    YOU'D THINK YOU'D BE ABLE TO RUN A CUSTOM REPORT WITH BENE'S LISTED FOR LIFE, IRA POLICIES. The fact that you don't have this option amazes me

    137 votes
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    8 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Personal Interest Reporting

    Add Personal Interest field to the Custom Exports

    24 votes
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    4 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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