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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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 -
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.
52 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 -
Auto Link Married Couples' Notes
Automatically link married couples notes so you don't have to manually type in the spouses name when composing
22 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 -
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 -
Add the date a workflow is created
We use workflows daily, and itis challenging to determine the age of a workflow. It would help if the date the workflow was created were automatically noted in the Workflow section, so we can sort by date and address older workflows that need attention.
8 votes -
dark mode
Love the new dark mode, but when i look at email history all the text is in black against a dark grey background and I can't read it. any way to format this section?
17 votes -
Customize the Contacts' Sidebar
When viewing a contact/client profile, we use some of the sidebar links frequently and some not at all. I would love to change my Contact Record preference settings so that the categories I use all the time (Accounts, Workflows, Documents, Notes, Activities, Permissions/Roles) are at the top of the list.
16 votes -
Redtail Speak
When using RT SPEAK, it should automatically activate once inside RT CRM. Silly and inefficient if we signed up for this to have to constantly press the three...... buttons to activate
13 votes -
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 -
workflows
There should be a way to set a filtered view of workflows to the default view for each user.
10 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 -
Improve on the Workflow interface when creating/editing a workflow
The interface is very clunky and confusing when creating or editing a workflow. The field description for the tasks is small, and it is challenging to organize the workflow on a higher level. Would like the tasks/steps to be one line with the ability to expand on each if needed, or expand/close all to see the higher level.
7 votes -
Show Linked Contact in Calendar view versus saying "2 Contacts"
it is productivity that i know have to hover over each activity on my calender to see the clients linked. Please revert back to the original view were all linked contacts show versus it just saying "2 contacts." i need to be able scan my calendar to see what i have out standing for clients each day.
147 votes
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