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.
2193 results found
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Redtail App/UDF Fields
Our office would find it extremely helpful if you could add the UDF fields to the Redtail app. Thank you.
1 vote -
filter opportunities by tag groups
It would be great if we could filter opportunities by tag groups.
3 votes -
Notify Creator of an Activity via Email (not just added attendees)
Many people at our firm create their own activities and we would like to be able to receive the email notification for an activity being created. We understand that currently, only attendees added by the creator of the activity get notified. However, it would be great to be able to get notified via email as the creator of the activity as well.
3 votes -
janine@csrp.info
Simple Roth accounts are now allowed per the new legislation so we need Simple Roth added to the Tax Qualified Types when we add an account.
1 vote -
Show product when linking Accounts to Notes
When linking an account to a note, the list of accounts shows the account number, status, and Account Type. Please include the product because sometimes all of the account types are the same so there is no way to know which account is which.
3 votes -
Bulk Actions by Seminar and Attendee Status
Bulk Actions by Seminar and Attendee Status - It would be an extremely valuable feature to be able to do an advanced search that can filter contacts by their attendee status for seminars. For example, we use the bulk actions to send a broadcast message to invite clients to the event. A week later we send out a reminder to RSVP but I would not like to send an RSVP reminder to those who have already RSVP'd. It would so be able to send out a broad cast email to those who have RSVP'd.
3 votes -
Advanced Search Feature by Seminar and Attendee Status
Advanced Search Feature by Seminar and Attendee Status - It would be an extremely valuable feature to be able to do an advanced search that can filter contacts by their attendee status for seminars. For example, we use the bulk actions to send a broadcast message to invite clients to the event. A week later we send out a reminder to RSVP but I would not like to send an RSVP reminder to those who have already RSVP'd. It would so be able to send out a broad cast email to those who have RSVP'd.
1 vote -
tag group report
Can we get a report that shows what tag groups a client is connected to? perhaps a custom email template that will list all the tags for a client in one place instead of having to run multiple reports based on a tag group search.
3 votes -
Holidays
Why are all the Holiday's not listed on the calendar? Mother's Day and Father's Day are missing. Christmas and New Year's Day are there but not Eves. Good Friday shows but not Easter. ALL HOLIDAYS NEED TO BE SEEN!
3 votes -
one year anniversary
It would be great if there was the option to set an alert for a new client's one year anniversary with their advisor. Ideally, after the "Client SInce: " field, there could be a check box asking if we want a reminder of the anniversary, similar to how the 'enable dob reminder' functions.
2 votes -
search on primary phone/email/address
I can run a report on clients that show what phone #s, emails, and addresses are designated as primary but I cannot run a search to see just those clients that have (or don't have) a primary phone/email/address designated. We need to have a search option to see that so we don't have to run a report and delete the non-needed information
3 votes -
Notes Comments Collapsed by Default
Prior to 12/2025, comments on Notes were automatically collapsed by default, but, beginning approx. 12/08/2025, they are all now automatically expanded.
This is particularly frustrating to me for at least 2 reasons: 1) it really clutters up my screen and requires a lot of scrolling (haha), unless I click on the option to collapse comments under each Note and 2) it causes security/privacy concerns while sharing my screen with someone else (unless I open every Note I may possibly need to view and then collapse any sensitive comments before screen sharing, or constantly pause/un-pause if sharing electronically).
Ideally,…5 votes -
view projected revenue on opportunity page
I would like to have the projected revenue be visible in the total calculated on the opportunities dashboard, not just the total projected dollar amount. This would be a way to track potential income, which is very important to us advisors.
7 votes -
When filtering client review reminders, it would be great if "all" was an option for reminder days in the past. Currently, I cannot filter
When filtering client review reminders, it would be great if "all" was an option for reminder days in the past. Currently, I cannot filter by reviews outdated by more than 365 days.
3 votes -
Activity template–based automations
Today, Activity Templates are static and cannot trigger follow-up actions without building a full Workflow
Request: add a new automation trigger category called “Activity Template”
Trigger would allow selection from existing Activity Templates
Conditions should adapt to activity context (linked contact, status, category, assigned user, etc.)
Add a new Action Type: “Link Activity Template” from the Activity Template library
Include time-delay logic (immediate, X days/weeks later, business days)
Example use case: if Activity Template “Client Review – Completed” is selected, then automatically assign a follow-up Activity Template to the same linked contact one week later
This would reduce workflow complexity,…
1 vote -
can you add an option for "non-qualified" under Accounts section to add a new account?
Can you add an option for "non-qualified" under Accounts section to add a new account?
1 vote -
search task by subject
Keyword search of Subject field
3 votes -
Adding account selection to workflows
Please add the option of linking an account to a workflow (similar to how you tag an account to an activity). This would prevent manual entry of an account number when working on a workflow that that is needed. For example, if the workflow is to move money in or out of a particular account, it would be nice to tag the particular account that is affected to the workflow. It shouldn't be mandatory to create a workflow, but optional based on account-specific workflows.
1 vote -
Do not automatically expand comments under notes section in client record
Please return to having users drill down to the comments in the notes section of a client record. This morning we found the comments suddenly expanded on all notes in our clients' records. We rely heavily on note and comments, however, with the comments automatically showing, our team is spending an undue amount of time scrolling through the notes section to find pertinent information.
Could this be an option in preferences?2 votes -
Employer Address Shared to the Contact Card as "Work" Address
It would be helpful if the business/work address of an Employer fed over into the contact card of the contact under "work" address. This would eliminate unnecessary time manually adding in the work address if multiple employees are clients. I'd recommend treating it just like a "Family"... If a contact's work address is different than the main address, then make it possible to have the work address added first, then assign the Employer to the Individual. That way, the Employer address will be shared to the contact card.
3 votes
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