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.
2261 results found
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Date Know Your Client Information was updated
In Know Your Client Section, please could you consider adding date the information was last updated, it is particularly important for Financials part. Our Compliance requires that we are able to identify when the information was last updated, so that we could know if it is current or needs to be reviewed with the client. We tried to use UDF but they are in different part of the system and not right with the information they refer to.
1 vote -
Company name should be Business Name
When creating a new record for a business, Retails asks for "Business Name" yet the custom export template has a field name of "Company Name". I've just wasted over 1/2 hour ******* my head against the wall trying to find "Business Name" so I can see what businesses are in our database. I have a massive amount of data cleanup to do.
"Company Name:" needs to be changed to "Business Name" in the custom export template. This is basic.
1 vote -
Make it easier to navigate to support tickets.
When I hover over the "?," there's "Start a Live Chat," your phone number, link to email support, and Open Support Page. It would be nice to have a "My Cases" so users can go directly to their cases, instead of having to navigate the support page.
1 vote -
Reoccurring Review Schedule
I'd like to report an issue with the review date. If the review date is set to repeat every 6 months starting on 3/31/2025, it will not reflect 9/30/2025, but rather jump to 3/31/2026. Our office realized that the software can't recognize what to do when the month only has 30 days. We tested this with February 29th on a leap year, and the next review date doesn't show until 2028. While our office will have to change the actual review date to work around this issue, we would really appreciate a resolution for accurate reporting purposes.
1 vote -
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 -
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 -
Redtail Speak area codes
I was excited to get set up and use Redtail Speak for compliant client texting, but I was really disappointed when my area code (210) was not available for Redtail Speak. Please keep adding area codes for Redtail Speak... with a special request for area code 210.
1 vote -
Banner Displays
We have new Redtail user's who are not checking important information, keywords, tags,or even UDFs. The only thing they notice immediately are BANNERs. Can we CHOOSE which banners to display?
1 vote -
Adding an advisory fee tab in Know Your Client
This will allow, advisory forms and quick questions to be answered and completed with clickng on the know you tab section. The Know You tab section has clients net worth and other parts which would be need to complete advisory agreement but not a way to track the fee.
1 vote -
Membership reports - be able to run a custom export to excel with memberships -
We have a Status of Beneficiary and need to run a report that includes the Beneficiary along with their membership. Right now, we have to run 2 separate reports and cobble them together. That's a lot to do with over 400 people.
3 votes -
Advanced Search by Memberships
I would like to be able to search associated businesses with no memberships. This would help with data clean up. Sometimes clients change their job but the associated business stays in the system. There is no way to filter this except to manually go through each business and check memberships, which is quite time consuming.
1 vote -
Add trustees to contact card if they are linked membership
This could already be a thing I am not finding, but it would be super nice if when we link a client contact as a trustee/executor, etc that they are added to the contact card for ease.
For example if I have the Owen Wilson Trust and his brother Luke Wilson is the trustee - it would be great to either have the contact card add a phone number from the client's profile. Or if it simply created a link to the client's profile on the contact card?Additionally, it could just be adding a space on the contact card…
1 vote -
save point ability
I think that creating a "save point" ability to save CRM Contacts would be of great help. We recently went through a data merge with Hubspot in which over 490 records were impacted with incorrect (bad) data. I had to input corrections manually. If we had been able to restore the data back to a previous day save point, we could have saved a lot of the issues.
1 vote -
Option to remove activity note consolidation
On the main client screen, completed activity notes all condense and have to be clicked to open to review. Please make this a preference so it can be turned off. This causes a ton of re-work in having to open each one to review recent closed activities.
1 vote -
Mutiple Tag
It would be very helpful to be able to assign multiple custom 'tags' to an activity (think hashtags). This way activities could be further deliniated and searchable.
1 vote
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