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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seminar tag group
Add option to add contacts to a seminar via a tag group! When you have 700+ clients and are inviting them all to a client picnic, it is a pain to add them one at a time!
7 votes -
Primary/Lead and Secondary/Assist "assigned to" options for Activities
I would like to be able to have a Primary and Secondary label for the "assigned to" individuals. We often have tasks assigned to two people and sometimes we duplicate efforts. It would be helpful if the creator of the activity could assign who he wants to take the lead as Primary or Lead. Alternatively, if I have an activity with two people assigned but the second is just there as an FYI, it would be great if I could say I'm taking the lead so the other person knows not to work the activity.
7 votes -
Filter Emails for only Redtail contacts in suite sync for Outlook
Using suite sync under emails & synced emails it imports ALL emails that are in Outlook. While it does a great job linking to individual contact records for emails, it would be great to be able to filter all emails to show only those emails that have been linked to my Redtail CRM rather than just duplicating all emails I already see in Outlook. It would be much easier to see these in one place at a glance to see what emails are related to my CRM
7 votes -
ability to edit notes
We would like to be able to edit notes once saved. We regularly have to leave for a meeting and save them when not complete so nothing happens to them. Since we cannot edit we must copy and paste and then delete. This is time consuming and frustrating.
7 votes -
"Last Review Date"
Add "Last Review Date" to the Know Your Client fields. This is a critical piece of information for RIA recordkeeping and SEC compliance.
7 votes -
Link Existing Documents to Notes
It would be really nice if we could link documents that are already uploaded to the clients contact card to a new note. Right now, if I want to make a note regarding a document that's already existing on the client's contact card and attach the document for easy reference (for example, a trust document), I have to download the document from the client's contact card, and then re-upload it via the note. I then have to re-name it, and re-tag it, and we then have duplicates of the same document on the client's contact card.
Being able to link…7 votes -
Notification Emails need to be ENCRYPTED
We have been aware of this issue for a long time now, but I think with the climate today it has become IMPERATIVE that Redtail encrypt notification emails generated from created and updated Activities. I believe many Redtail users put sensitive information in the subject and description such as account numbers (regardless of whether Redtail thinks we should) and then that information is being broadcast to the world in an insecure email if notification settings are not all set to "no". Our office knows of this security issue and we have everyone set their notifications settings to no, and are…
7 votes -
Separate completed tasks from Notes
It would be nice to have completed tasks and notes in separate categories to keep things organized. Notes should just be meeting dictations and document random client requests. This way meeting notes can easily be reviewed and stored in one place, and you can easily access previous tasks if you need to relook at something you have done.
Also, you would be able to pull reports on InProgress tasks, completed tasks and previous meeting notes for the advisors7 votes -
Account Level Permissions
Have account level permissions. We have Financial Advisors and Insurance Brokers on our team. We actively team sell and often an insurance client may be shared between an associated person and a non-associated person. That non-associated person cannot have access to the securities accounts. Instead of creating 2 clients to work around this, it would be helpful to restrict permissions at the account level, so everyone can see what they need, nothing they can't and we have no duplicates.
7 votes -
Zapier Integration Update
It would be very useful to have one of the trigger events between Zapier and Redtail was "Note Added".
7 votes -
It would be great if we could change font colors and have the option to highlight in the Notes!
It would be great if we could change font colors and have the option to highlight in the Notes!
7 votes -
Reports for Activities to filter sort by Completed and by % Completed
Reports for Activities to filter sort by Completed and by % Completed
7 votes -
Add the ability to change the status of a workflow to Inactive
We sometimes encounter instances where we cannot move forward with a workflow. Our only option is to delete the workflow, losing all processing notes, or complete the workflow, which creates inaccurate processing notes. This would also allow us to reactivate the workflow if needed.
7 votes -
Automating Review Reminder Emails
Introduce the ability to automate email templates based on scheduled events. Mail merge would pulls scheduled date for meeting and send an automated email that we would set up. Or go through the calendar and add a confirmation email to automatically send a few days before. Advisor can edit template email in email templates.
7 votes -
Calendly + Activity + Redtail Calendar + Workflow + Automations
Connecting Calendly links &/or Outlook calendar into Activity Templates, where specific Calendly links can be embedded into Activity Templates &/or is synced into Redtail / Outlook calendar.
It would be ideal to have automations set up where workflows are triggered based on contacts/ emails autonomously scheduling meetings based on Category &/or Types.
Instead of having Calendly to do stuff on their end, why can't Redtail just sync Outlook calendar into Redtail's calendar, so it knows when we have meetings and who those meetings are with based on the associated email to the Outlook calendar event and the Redtail contacts, where…
7 votes -
Families with out "head of household"
It would be ideal if we could link contacts per their relation to one another without having to have one of them be the designated "head of household". Like instances of adult children who do not live with their parents. Ideally, these people could all exist on one family tree without having to designate one of them as the head of household. Also, I think it would be great if the head of household was optional entirely. Maybe two members of a marriage do not live together, but are married and should both receive head of household status. On the…
7 votes -
Request to Combine Married Client Review Reminders
I have a suggestion regarding client reviews. If two contacts are married, it would be helpful if they appeared as a single reminder instead of separate ones. Currently, having separate reminders for both individuals clutters my calendar. Combining them into one reminder would make the calendar more organized and easier to manage."
7 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 -
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…
7 votes -
Holidays
Why are all the Holiday's not listed on the calendar? Mother's Day and Father's Day are missing. Christmas and New Year's Day are there but not Eves. Good Friday shows but not Easter. ALL HOLIDAYS NEED TO BE SEEN!
7 votes
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