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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talk to text feature
In the notes we would like a feature where we can talk to text into the notes so we do not have to type up notes each time. Also if you could integrate Windows Copilot into Redtail that would be nice.
2 votes -
Rep chat comments
Currently, the rep chat info goes into the notes section. When looking for notes, you have to scroll through and it's cumbersome at times because some clients text all the time. Is there a way to have another section for that or distinguish rep chat vs true notes??
2 votes -
date of linked document
I would like to see the date a document was added in the Linked Documents section. When I go back and need to look at a document, it would help to have the date it was added, so I know which doc is the latest.
2 votes -
Instead of listing "writing advisor and servicing advisor" allow those to be changed.. Lead advisor and associate advisor probably better
Servicing and writing advisor can be confusing. Allow us to change those. Lead advisor and associate advisor would be better.
2 votes -
We should be able to add new hires with email access automatically instead of the database owner having to call redtail to authorize
Each time there is a new user, the user should automatically have email history access instead of having the database owner having to call Redtail each time we hire someone.
2 votes -
Living Expense Field
A significant part of "Knowing Your Client" is knowing their monthly or annual living expenses. Please add that field either as a general input or as an itemized input. Thanks!
2 votes -
Add additional pages into an existing document.
We get monthly statements for our clients accounts. I would like to add them to the existing document of that account. I have to delete the document and rescan the entire thing every time I want to add to it.
2 votes -
Notify A Specific User
In a non-workflow task Redtail gives the option to notify a team, but you can't notify a specific user. We have a large Advice team, but a task notification likely only applies to their specific clients so we really need the option to just notify a single member of our office.
2 votes -
Sorting of activities should follow consistent logic when an activity is changed
Currently, if I see multiple activities on the same date, whenever I complete, rollover, reschedule or delete an activity, all other activities for that date re-sort. There appears to be no regular logic to the sorting. When using this view in a meeting, the team is regularly frustrated that the list of activities continues changing every time an activity's status is changed.
2 votes -
memberships
I think it would be a great addition to the Redtail CRM if the memberships were listed as a hyperlink or at least a more easily direct page on the contact card in Redtail CRM. Right now, you have to do so much work to find the other related people on the account or put them with custom names on the contact card of the client which seems like very redundant work. Versus if your household people. Personally, I feel that if you added the membership options to the household feature, you could combine both and create a much better…
2 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.
2 votes -
Activity template–based automations
Today, Activity Templates are static and cannot trigger follow-up actions without building a full Workflow
Request: add a new automation trigger category called “Activity Template”
Trigger would allow selection from existing Activity Templates
Conditions should adapt to activity context (linked contact, status, category, assigned user, etc.)
Add a new Action Type: “Link Activity Template” from the Activity Template library
Include time-delay logic (immediate, X days/weeks later, business days)
Example use case: if Activity Template “Client Review – Completed” is selected, then automatically assign a follow-up Activity Template to the same linked contact one week later
This would reduce workflow complexity,…
2 votes -
birthday reminder for deceased?
I think it's odd that birthday notices still pop up when a contact is marked as deceased. Is there a way to ensure that emails, notices, birthdays, client reviews, and other automations recognize that a client is deceased? This has caused embarrassing exchanges in the past where something was sent out to a deceased client and their spouse interprets it as an office that is out of touch with their 'valued' clients.
2 votes -
Redtail Cambridge Integration enhancement ideas
Currently, the Redtail-Cambridge CLIC integration is a simple contact send from Redtail to CLIC. Cambridge is exploring options for enhancing the integration, and is seeking feedback for integration features that mutual users would like to see implemented. Do you have any ideas about integration features that Cambridge could consider including in the enhancement work? Please add ideas in the comments below.
1 vote -
I dictate a lot of my notes into Redtail and then I must manually scan my written notes to "add attachment". Is there a way I can just take
I dictate alot of my notes into Redtail and then I have to manually scan my written notes to "add attachment". Is there a way I can just take a picture of my written notes to add it to my redtail note??
1 vote -
Activity Report filtered by Advisor
A report of open Activities, filtered by activity & Writing Advisor
1 vote -
Notes that you have been notified of show up under notifcations
We get emailed if we are notified of a note but there is no way to see a list in the website of the notes that we have been tagged in. I believe that under notes in the today section there should be a place to see all the notes that we have been tagged in. I think it would also be beneficial if they showed up under the bell icon. After all that is where notifcations are supposed to be in the website.
1 vote -
forward email from email archive
We often have to follow up on clients that were contacted by someone else in the office. In this follow up email we include the original email that was sent. It would great to include a forward option on the email archive so we can open the email that was sent and follow up with the client to show that we have already tried to contact them.
1 vote -
Calendar appointment location field
It would be great, when adding an appointment in the calendar and the clients name is included in the appointment, when clicking on the "Location" data field, all addresses associated to the clients profile are listed in the dropdown to select for adding to location.
1 vote -
Customizable Contacts Home Page
Ability to customize contact page home screen so that we can see all contacts in a list with their primary number/address/last meeting date/ age/ etc. Salesforce has this ability and it greatly streamlines our workday.
1 vote
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