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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automation
I would like the automation triggers expanded to include when an activity (of a certain type, etc) is created. I want to send confirmation emails to clients upon scheduling appointments, which we track using the activity feature. However, the day the activity is scheduled for is different than the day the activity is created. I want the ability to link workflows for both triggers, as this makes confirmation and reminder emails easy.
1 vote -
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 -
Feature Request: Trigger Automation When an Account Changes From $0 Balance to “Funded”
Please add an automation trigger that fires when an account’s balance changes from $0.00 to > $0.00 (“funded”). This would let firms automatically notify staff to contact the client to confirm/celebrate the first funding and kick off next-step tasks.
New client accounts are often created days or weeks before assets arrive (ACATs, contributions, rollovers, etc.). During this gap, all contact data and workflow scaffolding exist, but there’s no native event in Redtail Automations / Workflows that detects the moment funds hit the account. Teams currently rely on manual monitoring or ad-hoc reports, which introduces delays and inconsistency in client communication…
1 vote -
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.
1 vote -
Activity and Linked Accounts
I do not want to remember investments and insurance details by memorizing account numbers. Is there a better way to identify what is the account when linking to an activity? Especially if account numbers share same format from the same provider e.g., Fidelity, Pershing, Charles Schwab. The only fix right now is entering an additional description in the "Number" under "Basic Information" in the Account Details. Would that be best practice? There is no other way in the activity and linked accounts to decipher between IRA, Roth, Trust, Joint, Individual, NQ, etc. Currently, only shows account "Number", "Company", "Product" and…
1 vote -
Columns available to filter on Favorites view screen
It would be great to have my Favorites screen show the client's primary phone & email. Also being able to select my Favorites screen columns to be static would be great. I don't want to have to filter the content every time.
1 vote -
Comments - could we get the ability to label/categorize comments?
In our firm, we often label notes with different labels so they can be found more easily later. I am finding the comments feature really useful to keep threads of correspondence on the same topic grouped together. For this reason, I would like to have the ability to label a comment with a category. Not sure if this is possible, but it would be nice.
1 vote -
1 vote
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Add cusip in the field drop down when doing an advanced search on account asset
Add cusip in the field drop down when doing an advanced search on account asset. Every other field is listed except cusip.
1 vote -
Have a "hot" contact name in a UDF connect with the contact's record.
When we have contact names in a client UDF, it would link to the contact's record. We are having to get creative with some of our information since the program doesn't have certain fields and we can't edit them.
1 vote -
all contacts
It would be very valuable to be able to select the columns that appear on the "All" contact view screen. I would like to see different fields than servicing or writing advisor. This should be customizable from any contact field. Having their phone number on this view would be much better.
1 vote -
Important Info - Sync option
Provide an option to hide sensitive client information stored in "Important Info" or prevent it from syncing to the phone’s contact notes when connecting via Exchange. This would give users greater control over client privacy, ensuring that critical details remain secure while still preserving the functionality of "Important Info" within the CRM.
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 -
Link account names from custodian
It would be great if, in addition to the account number, the account name could be synced from the custodian. This way, when you pull up a contact with linked accounts, you would be able to see the account number AND account name as the custodian lists it. This would help to reduce the back and forth for advisors (checking Schwab/Tamarac in addition to Redtail) and add more clarity in linking the account in a Redtail activity/task.
1 vote -
photos in export
Want to be able to include profile pictures from client contact cards in exports. Would come in handy for new hires to make flashcards with names and photos to get familiar with our clients in advance of client events. Would also be nice to have pictures next to names for seminar check in lists so that our new hires, working the check in desk, can more easily find clients and get them checked in.
1 vote -
Pet information
Would love to see a pet info section for our clients!
1 vote -
New Beta Client Reviews 11/2025
New Beta Client Reviews
List most recent activity first or provide ability to sort column.1 vote -
Enable Same-Time Appointments Feature
Please add an option to override the restriction that prevents booking two appointments at the same time in calendar mode. We have multiple advisors meeting with clients in different conference rooms, so overlapping appointments are often necessary.
Currently, the only way to schedule these appointments is to click a different time and then edit it afterward, or to temporarily hide another advisor’s schedule. This is inefficient—especially when I’m working from an iPad during workshops and need to book appointments quickly.
I link workshop prospects directly to the calendar, so creating an activity is not a practical workaround. It’s too time-consuming,…
1 vote -
Outlook, Calendar, Email...One CRM?
Dear Redtail,
I'm likely going to have to break up with you. We have only been together for a few months, but I don't feel heard or understood. When we first started together, I was over the moon with opportunity and what was possible. Everything you shared in the marketing lead me to believe that my calendar and email would sync with outlook in a way that I could focus my attention on having my CRM/Redtail be my primary access point for everything in my company. But you lied to me. I have found this to NOT be true. SuiteSync…
1 vote -
Report
I would love to be able to run for all crm contacts with assets a bulk report which is identical to the individual Portfolio Detail Report
1 vote
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