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!
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2261 results found
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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,…17 votes -
"Location" Filterable & Searchable & Visible on Calendar
We have multiple offices and not being able to filter the calednar by location or have it be seachable is very limiting to our reporting and scheduling capabilities.
1 vote -
CRM > Custom Export Template > Pinned Note fields
Please add fields to the Custom Export Template so that we can select for "Pinned Note" and "Note Created Date." We use Pinned Notes to show KYC info, but we need to make sure to update them every year... RedTail does not provide a way to find out which of them are outdated. This report would solve that.
1 vote -
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
14 votes -
Make Memberships show up under the client name,
just like the household name. Or some other place that is visible from the top of the contact page so we know that there are other connections.
6 votes -
Client review note instead of activity
I see how I can change settings to pick which types of activities can be used to auto sort the last client review. Can you give us the ability to use a note as the activity type where we can log this as the last review date.
Activity works when it is scheduled meeting, but sometimes the last client review occurs on an unprompted phone call and we added this as a note instead of as an activity.
7 votes -
Auto Link Married Couples' Notes
Automatically link married couples notes so you don't have to manually type in the spouses name when composing
35 votes -
Scrap Worflows and Start Over
Let's go RedTail. Improve your look & feel, functionality, and logic.
For example, Workflows are totally unworkable and forces practices to track processes in other applications, opening the door to your competition.
There are so many other applications that handle repetitive processes in a more logical and user-friendly method. Do some research and hire away some programmers, Orion.
56 votes -
Attaching an Email from Outlook to a Client Record (when client is not on the chain)
Redtail should have a feature/integration with Outlook to attach an email to a client record, when the client email address is not included on the chain. I understand email archiving can capture communication with the client, but there are instances where our team has emails related to the client and we should be able to save those without copy and pasting into a note.
28 votes -
When I search notes for a specific term, it would be very helpful if the specific term is actually highlighted in the larger note.
Highlight the term searched within the note. If I type "dog" rather than just pulling up the larger note that contains "dog" highlight that word for quicker location within the note.
3 votes -
Filter by multiple team members in the Activity tab
Make it possible to filter for multiple team members in the activities tab rather than just "everyone" or only one person
6 votes -
Please add a visible indicator for tasks that were originally part of a recurring series.
I would like to suggest an improvement to the CRM system regarding recurring tasks. Currently, when a recurring task is updated, the recurrence indicator is removed, making it difficult to identify that the task was originally part of a recurring series. This creates inefficiency, as we must run reports to verify whether a task is recurring, which is time-consuming and disrupts workflow.
It would be highly beneficial to retain a visible indicator or flag on tasks that were created as part of a recurring sequence, even after they have been updated. This could take the form of a label, icon,…
2 votes -
Other options for client reviews, such as rescheduled or no-show.
Sometimes the client says they will reschedule but doesn't, we need a place to be able to look and see who tried to schedule a review and something came up so we can get back with them later.
4 votes -
Link Spouses
Have a section of information like AGI, risk, financial questions, etc. that are linked to both spouses. Have a separate section that is included for individualization.
3 votes -
Auto-populating contact cards with specific UDF's, keywords, and tags
We have a good number of UDF's, keywords, and tags that we assign to every new contact card. It would be very helpful if we could auto-populate new contact cards with these item, as in a template.
2 votes -
Add 'Assigned To' column on the main Workflows tab
Add 'assigned to' column on the main Workflows tab. As a supervisor, I want to see who all the workflows are assigned to, not just who owned (created) them. Currently, the workflow tab only shows Owner. A supervisor needs to see all of the workflows and who the workflows are currently assigned to in order to track any bottlenecks or hold ups. If I choose Workflow Tasks from my Today screen, I can see Assigned to, but I can only see those workflows assigned to me.
4 votes -
Workflow tasks should show up in the regular activity list of "things to do today".
I would like Workflow Tasks to show up in the regular activity list of "things to do today". That way, I can view past, upcoming, etc. workflow tasks in my regular activities list. Our entire office, including owner, HATE having to go to a completely separate area to see workflow tasks. As a matter-of-fact, many Workflow tasks are missed because they do not show in the regular activities list. This feature would be VERY helpful in doing our work, planning, and filling in when staff members are absent.
16 votes -
Update Calendar initials
We are a small company, only 4 people. but we have two employees with the same First and Last initial which makes looking at the calendar incredibly confusing. Please at least make these customizable to the user so I can just be T or TGP or anything else except the SECOND TP.
6 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.
10 votes -
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?6 votes
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