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.
2192 results found
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Expand Automation
While the automation function is a time saver, its functionality is far too limiting as we are not provided sufficient options. For instance (and this is just one example), we use (or have been trying to use) our categories to have a more refined view of client- and account-impacting notes. However, automation emails sent out via FMG (e.g., schedule a meeting, invitation to client events, newsletters, etc.) all get dumped into the same category. We'd like to be able to see, at a glance, notes that are key to client/account management, as well as who's being invited, who's being reminded,…
9 votes -
Important Information
I have feedback for a recommendation regarding how a notification is displayed when a profile has information entered in the important information box. Please see the attached PDF.
Adding a Red bar and filling the space immediately below the bar with the profile name with the "Important Information" would be much better. This addition would just serve as a reminder to click and view the important comments box.
I believe this improvement would be extremely beneficial to all users and Redtail itself. This notification is much more obvious which greatly decreases the likelihood that important information is overlooked or disregarded…
9 votes -
It would be helpful to have a feature that auto emailed or texted clients to remind them of upcoming appointments.
Having a feature that auto emailed or texted clients in advance of their upcoming meeting would be helpful. I was told this wasn't a current option/feature of CRM.
7 votes -
4 votes
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Minimize Workflow View During Edit / Creation
When editing a workflow - all of the boxes are expanded and it's a lot to scroll through. Instead of going through each individual box to click the arrow to condense the boxes into smaller lines, could there options to condense the whole workflow, or condense sections to minimize the amount that is on the screen. This would be helpful for editing / reviewing / printing / screenshots, etc.
4 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.
19 votes -
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.
10 votes -
Delete Notes
Be able to delete notes, even if it's on admin level
13 votes -
Automatically turning a Client Review into an Activity
I am currently automating a “Client Review” process for a financial client on a quarterly/annual basis. However, Redtail’s Client Reviews module does not allow for direct integration with the calendar — meaning you cannot turn a review reminder into a complete activity or associated notes.
My problem is:
When a Client Review is marked complete, the system does not automatically schedule the next review date or create an associated activity. So the question is: Does Redtail have a built-in integration, or is there a tutorial for:
Automatically turning a Client Review into an Activity, so that you can take notes,…11 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 -
Speak app push notifications
Enable push notifications on Redtail Speak Mobile App. This seems like a rudimentary feature when building an app and it's been months since there has been any communication on getting it done.
16 votes -
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…
4 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 -
Edit Notes / Comments
It is critical to be able to edit notes and comments. When we have multiple employees working with the same client, at the same time, it is crucial that everyone notates every conversation, action item, and pending task being performed in real time. However, sometimes those notes/comments need to be adjusted to account for updates. Currently everytime an adjustment needs to be made, we must create a new note or add additional comments....which usually results in a note becoming ridiculously long. This leads the comment section to become highly unorganized and extremely difficult to follow/understand. (At minimum, having the ability…
15 votes -
filter opportunities by tag groups
It would be great if we could filter opportunities by tag groups.
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 -
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.
150 votes -
Redtail Speak - Bulk Messaging to a group
it would great if we can broadcast message a group of contacts, instead of choosing contacts one by one if needing to message all clients in case of an irregular closure or event
11 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
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