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.
45 results found
-
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 Currently, I cannot filter by reviews outdated by more than 365 days.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 -
New Beta Client Reviews 11/2025
New Beta Client Reviews
List most recent activity first or provide ability to sort column.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…
1 vote -
Scheduling preferences and logistics
I want to track client scheduling preferences such as phone vs. email; which office they go to, or if they do phone or Zoom; who to reach out to (some spouses handle scheduling); and minor things like if they like coffee/tea.
Importantly, I want to be able to a) search by these categories and b) run reports based on them.
Ex. I could run a phone number report for people who want to schedule via phone but exclude people who prefer to schedule via email. Or I could run a report for people who meet at Office A, and it…
3 votes -
Meeting record
I want a tab or similar access to a record of actual client reviews/meetings that happened. I use the "first review date" to track the most recent review, but updating it effectively erases a record of when we met. We track that via activities or notes, but we use those features for many other events, so the meetings can get lost.
You should also be able to track reviews vs regular meetings. Sometimes a client has a quick question or a topic related meeting, which isn't a full review. I want to document these and have record of it.
This…
3 votes -
More robust scheduling features
I want to see a record of each review/meeting with a client, showing a list of when we actually met. I use the "first review date" feature, but we update it each time a client comes in, effectively erasing the record of when they met. We use notes and completed activities to track this, but we use those features for many other things as well, so it can get lost.
I also want to be able to designate a review vs. a meeting, which might be quicker and more topic specific.
I also would like features that allow you to…
1 vote -
Custom review date
Next review date reminder should ONLY fall on Monday - Friday. It would be best if i can actually select a date when choosing custom
3 votes -
Personal Profile Form
Personal Profile Form - Add an option to exclude a deceased spouse from the Personal Profile Form when printing it for a meeting. Currently, we have to remove the deceased spouse from the client family, print the Personal Profile Form, then add the deceased spouse back to the family. When the advisor is meeting with the surviving spouse, the Personal Profile form is used to review current contact info, updating Driver’s License Info, starting the review of existing accounts, etc., but they do not need to see the deceased spouse’s info on the form during a meeting.
Also, like many…
6 votes -
"Last Review Date"
Add "Last Review Date" to the Know Your Client fields. This is a critical piece of information for RIA recordkeeping and SEC compliance.
4 votes -
Client Profile Sheet/ PDF Report
Please make available for us to incorporate or adjust custom field information concerning our clients. This will facilitate the compilation of essential details into a concise, one-page PDF report, i.e. the client's CPA/Tax advisor, Estate Attorney, investment model, required minimum distribution data, IRA beneficiary particulars, etc. Such a report will greatly assist us in preparing for client meetings by providing a comprehensive overview of their significant information.
11 votes -
add a map feature to improve efficiency of scheduling appointments
add a map feature to improve efficiency of scheduling appointments
2 votes -
client review portfolio
Please create a Client Review Report that includes the Portfolio Account Values. Advisors need updated account $ values for clients, categorized by their Status A, B, C, etc.
3 votes -
"Next Review Date" under Know Your Client should correspond to the date of when the most recent review actually occurred
I created a custom Activity category called "Client Review". I'm sure most have something similar. When I complete that Client Review activity, the "Next Review Date" section of Know Your Client should update correspondingly -- one week, quarter, year, etc. from the completed Activity, rather than fixed to the "First Review Date" in Know Your Client.
Additionally, once I actually confirm the next Client Review date with the client and add that appointment as an Activity to my calendar, I should be able to tie the "Next Review Date" to that newly added Activity.
I see this or similar ideas…12 votes -
create a feature where we can "turn off" the automatic update to the clients review date
It would be helpful to know when a clients review is overdue. When the system automatically updates the review date to the following year it makes it very difficult to figure out who may need to be contacted again. Even if there was a report made that we can run to give us a list of all clients whos review dates were auto-updated by the system would be helpful
9 votes -
16 votes
-
When I click on a client, about 1% of the time, it will bring up a different client.
I will search for a client in the client search. Click on the client but somehow it will bring up a different client, usually a client I was previously working with. Our other programs, like Outlook and Box, never pull up a completely different file or email. Never. They should get on fixing this problem because 1% of the time is 1% too many.
4 votes -
Client review dates should NOT auto change
This is, literally, the MOST IMPORTANT thing that advisors need to stay on top of for compliance purposes. In our firm, MOST reviews do not necessarily happen exactly on time. There are all sorts of reasons for this. The "next review date" should NOT CHANGE AUTOMATICALLY.
This should cycle on an annual (or quarterly, whatever is decided basis) based on a MANUALLY entered "most recent review" date. Then, I should be able to run a report so that I easily know which reviews are overdue.
This is absolutely CRITICAL. C-R-I-T-I-C-A-L.
There are so many ways to go about it -…
44 votes -
Look up by last meeting held over 180 days.
I previously used another CRM and was able to look up all clients with meetings held over 180 days for scheduling current service meetings. With Redtail, I'm forced to schedule the date and time 6 months out, which much can change. I'd rather run a report on whom I haven't seen in 6 months, then send a global email for appointment scheduling.
8 votes -
Scheduling notes field in client review report
It would be nice to have a custom field where we can put individual notes on scheduling preferences, such as who to schedule the meeting with or prefers Wednesday.
7 votes -
Review Reminder Date Rollover
Have the Client Review Reminder - The First Review Date Set Up To Automatically Roll With The Next Review Date For People Using Quicklists. Right Now, We Are Manually Moving The First Review Date So That Our QuickLists/Broadcast Emails Will Synch Together. This IS VERY Inefficient.
12 votes
- Don't see your idea?