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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Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm s
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm suitability and demographic information, so this would be very helpful.
3 votes -
MFA for Contacts
Multi-factor authentication (MFA) for contacts using the contact's mobile number. This could work as a button within the contact screen next to a mobile phone number that says "verify." When clicked, it displays a code and sends that same code via text to the contact's mobile number. In this way, when we receive a client phone call and pull them up in Redtail and need to verify their identity- we can send them a code they can verify with us.
3 votes -
opportunities show revenue column
It would be helpful to see the total revenue potential in addition to the potential amount in the banner at the top. Also add the revenue column to the list of opportunities.
3 votes -
automation
Please add the ability to have automations trigger more than one action/outcome.
For Example: Have a "Meeting Activity" trigger a "Workflow" and an "Activity" and/or "Task".
3 votes -
automation
Please add the ability to have automations trigger more than one action/outcome.
Example: Have a Meeting Activity that can trigger a Workflow and also a Activity or Task.
3 votes -
The ability to create and use ACORD forms A way to download/export our numbers and premiums for reporting and track
The ability to create and use ACORD forms directly within Redtail
A way to download/export our numbers and premiums for reporting and tracking purposes
3 votes -
Customize Contact Overview
We would like to be able to see all activities (both open and complete, together in one list) on the contact overview - ideally in place of or along with (toggle?) the the Past Due and Next 30. The contact overview page should be customizable & rearrangeable!!
3 votes -
RMD field on client profile page
It would be great to have an RMD status button at the top of a client's profile that is age 72 but turning 73 in the current year that shows if the RMD requirments have been met or not. Something that would have to be manually clicked on. Then on 1/1 of very year going forward that button would reset. Something that we could run a report of off to see who needs to take an RMD or not. But once someone is deceased that button would no longer be shown for that deceased client. There needs to be an…
3 votes -
Filter Dates for Activities - Set a default
In activities, it would be nice if we could set a default for "filter dates" for example, I'd like mine to ALWAYS show "Past Due and Next 12 Months" for every client, every time. I see others have requested the same, but for different default / preferred filters.......
Thank you,
3 votes -
Condense the Comments under the Notes
There needs to be a display option to condense the comments under the notes. Some update recently changed the display to show every single comment automatically, which makes the notes harder to search and differentiate. Some of our notes have dozens of comments, which just clutters up the note section if the comments are all open. Comments should remain hidden until the corresponding note has been selected.
3 votes -
Contact permissions
Create a setting for team members (users and/or roles) to be able to see the contact level information of a client, but nothing at the account level. We want them to be able to see that we have the client in the database, but not want them to see any of the account financials. This protects our high net worth clients who do not want to be visible across the agency, but allows all the advisors to know if they are a current client when networking/cross-selling.
3 votes -
UPDATE NOTES AND ACTIVITIES ON "TODAY" PAGE
On the "Today" home page under "Notes" make it possible to actually see all (not just 1) of the linked contacts to that note.
This is my second request about this issue since 2/06/2026 and I'm still waiting for a response!?!3 votes -
Otter AI Integration
Otter AI - It is the current AI system that we use to take notes with client. We would like to be able to use this platform to integrate with Redtail.
3 votes -
AUM per Year
Could we get a report that allows us to see AUM per year?
3 votes -
Client Review Tracking - Early Access Feature
How it seems to work today:
- Client has a completed review in October
- Review frequency is every 3 months
- That means they were due in January
- They didn’t meet in January and instead scheduled the review for March
- Even though a review is already scheduled for March, the system advances the next due review to April (3 months after January)So the system is essentially continuing to calculate forward from the missed due date, rather than recognizing the next scheduled review as the new anchor.
What we’d expect instead:
If a client is on a…3 votes -
link to activity
For note categorization, it would be great to have two new features. First, the ability to change what activity a note is linked to, allowing an existing note to be easily linked to a new activity or multiple activities. This would be particularly helpful for notes made on the mobile app or notes accidentally created for the client without being linked to a particular activity.
Second, it would be helpful to have an additional field on notes for sort date/order. Sometimes we start a new activity and include notes from other activities for reference, and it would be helpful to…3 votes -
Combined report details from Portfolio Detail Report, Portfolio Summary Report, Beneficiary Report and more
Looking for one report that is nice and clean to present to a client that gives full details on their accounts. This is the information we would like:
Account Assets section – location: Portfolio Detail Report
- Asset name (Holding name on report)
- Symbol
- Shares
- Price
- TotalBasic Information section – location: Portfolio Detail Report & Portfolio Summary Report
- Policy number - both
- Company - both
- Product - both
- Type - both
- Status - bothBeneficiaries section – location: not on Portfolio Detail Report & Portfolio Summary Report
- Name
-…3 votes -
Add a merge template Speak templates
Add a merge template to Speak so that when a template is used for a text it uses the client's nickname or preferred name.
3 votes -
Refine RedTail's Account Reports
Please add the Tax Qual Type for the different accounts on the "Beneficiary Report" PDF. This report only shows the account type, NOT Tax Qual Type too (IRA/Roth/Etc). Seems like a simple quick fix/addition. In the accounts tab, you can run a Beneficiary Report, Portfolio Detail Report, etc. The PDF for "Portfolio Detail Report" shows the account Type AND Tax Qual Type. But when you run a Beneficiary Report PDF it only shows account type. This would be useful when confirming beneficiaries with clients as the accounts are properly categorized on this report.
3 votes -
Dashboard Order
Maintaining tasks on Redtail would be much smoother if the order of activities displayed on the dashboard could be customized beyond the day. As it stands, tasks are organized by date, then time, then last edited, while, from what I can see, importance, and priority number do not, and cannot affect this order. I would like, and feel that it would make more sense, if my tasks were to display in their order of importance and priority.
3 votes
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