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.
2261 results found
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Reviews - "preferred meeting month"
I was wondering if it is in the pipeline to add a button/feature to the Reviews section of Redtail.
Our office is running into an issue every year that people push their reviews back and we end up with a ton of reviews in December (because we are required to meet every year).
Would it be possible to add a feature that says “Preferred Meeting Month” – with the months as drop downs? Example - if a client is scheduled or March, but they don’t meet until September, next year when we reach out, they are reached out to in…
3 votes -
Enable Same-Time Appointments Feature
Please add an option to override the restriction that prevents booking two appointments at the same time in calendar mode. We have multiple advisors meeting with clients in different conference rooms, so overlapping appointments are often necessary.
Currently, the only way to schedule these appointments is to click a different time and then edit it afterward, or to temporarily hide another advisor’s schedule. This is inefficient—especially when I’m working from an iPad during workshops and need to book appointments quickly.
I link workshop prospects directly to the calendar, so creating an activity is not a practical workaround. It’s too time-consuming,…
1 vote -
Multi-Factor Authentication for Mobile App
Security Issue: Multi-Factor authentication is currently not an option for the Redtail CRM mobile app. This means that an attacker can attempt to use brute force tactics using only username and password over the public internet to gain access to a clients CRM instance. This is a major security flaw. Why is MFA not an option for the mobile app similar to the browser / web-based application? If MFA is not possible on the mobile app for whatever reason, then at least there should be an option to disable the mobile app for the clients CRM instance. MFA is a…
3 votes -
specific dates for workflows
I would love to create workflows in lieu of activities to reminder me to send invoices and greeting cards to clients. Please add the functions of specific dates for tasks so this can be done.
3 votes -
New Beta Client Reviews 11/2025
New Beta Client Reviews
List most recent activity first or provide ability to sort column.1 vote -
Pet information
Would love to see a pet info section for our clients!
1 vote -
Lock down root "Clients" folder in Redtail Imaging
Someone on our team inadvertently archived our root client folder in Redtail Imaging. Obviously their mistake, but it should not be that easy to archive such an important root folder. Because our file system is so large, the archive view won't even load our archived files. The Redtail support team is helping us restore them, but we don't have our client files until they do. There seems to be no way to lock down the root folder, and still allow all the folders underneath it to be editable by our team. This seems to be an important feature.
3 votes -
Make deceased contact show current age as if they were alive
I would like deceased contacts to keep counting their age next to their birthday as if they were alive. Or put the age they were when they died next to date of death, and have their "current" age next to their birthday. This is helpful when planning with widows for example.
3 votes -
photos in export
Want to be able to include profile pictures from client contact cards in exports. Would come in handy for new hires to make flashcards with names and photos to get familiar with our clients in advance of client events. Would also be nice to have pictures next to names for seminar check in lists so that our new hires, working the check in desk, can more easily find clients and get them checked in.
1 vote -
Link account names from custodian
It would be great if, in addition to the account number, the account name could be synced from the custodian. This way, when you pull up a contact with linked accounts, you would be able to see the account number AND account name as the custodian lists it. This would help to reduce the back and forth for advisors (checking Schwab/Tamarac in addition to Redtail) and add more clarity in linking the account in a Redtail activity/task.
1 vote -
client review
Thank you for working on a Client Review function.What you put together is a god start, but need flexibility to reflect reality and to remain compliant by not altering past dates. What do I mean? If my frequency is 3 month, and my "last Review" was 9/10/2025 the system sets 12/10/2025 as "next review date". The problem is 12/10 may not be a date the adviser can meet or a date the client can meet. Maybe its 12/17/2025 that works for both. The way your system works today is that I have to alter the "last review date" to 09/17/2025…
7 votes -
Important Info - Sync option
Provide an option to hide sensitive client information stored in "Important Info" or prevent it from syncing to the phone’s contact notes when connecting via Exchange. This would give users greater control over client privacy, ensuring that critical details remain secure while still preserving the functionality of "Important Info" within the CRM.
1 vote -
all contacts
It would be very valuable to be able to select the columns that appear on the "All" contact view screen. I would like to see different fields than servicing or writing advisor. This should be customizable from any contact field. Having their phone number on this view would be much better.
1 vote -
Have a "hot" contact name in a UDF connect with the contact's record.
When we have contact names in a client UDF, it would link to the contact's record. We are having to get creative with some of our information since the program doesn't have certain fields and we can't edit them.
1 vote -
Next Step Opportunity Dates/Activities
It would be really nice if when you added Next Steps to an opportunity, you could set a "Due Date" for the next steps. And then as a follow-up to that request, it would be nice if the due date and next steps automatically created an activity. Basically, it would be nice if the Next Steps auto-created an activity that was then linked to the opportunity, without us having to create an activity separately that cannot be linked to the opportunity.
3 votes -
Employer Plan Management
We service a lot of employer 401k/403b/457 plans. It would be great to have more features that support plan management
6 votes -
Add a "Next Step" with assigned person feature to Activities
Below the activity name, have a "Next Step" like in Opportunities. Also give the ability to assign that step to a specific attendee on the Activity.
We don't need the completed next steps listed, we just want to be able to update the person who has the next option on the activity.
9 votes -
Integrate with Lacerte to pull in "Client Status".
We are a tax office as well as investment advisors. Integrations that would be awesome include:
Lacerte - for the Client Status, eFile Status and ESign status.
SmartVault - to be directly connected
SmartWaiver - to pull in signed waivers by email
Thanks much3 votes -
Add cusip in the field drop down when doing an advanced search on account asset
Add cusip in the field drop down when doing an advanced search on account asset. Every other field is listed except cusip.
1 vote -
1 vote
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