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!
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2261 results found
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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 -
Advanced Segmentation & Automation by Event Engagement Status
It would be extremely helpful if Redtail CRM could offer more advanced segmentation and automation based on client engagement status for events and campaigns.
For example, when hosting a seminar or webinar, we typically send multiple communications: invitation, reminder, confirmation, follow-up, and thank-you emails. Currently, it can be challenging to precisely target contacts based on their exact interaction status (Invited, Opened Email, Clicked RSVP Link, Registered, Attended, No-Show, etc.).
A valuable improvement would be:
The ability to filter contacts by detailed engagement status (e.g., “Registered but not attended” or “Invited but no response”).
Bulk actions based on those filtered segments…
1 vote -
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 -
AUM per Year
Could we get a report that allows us to see AUM per year?
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 -
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 -
Contact
When placing address, email or phone numbers-anything that is made primary should be listed FIRST.
1 vote -
Viewing of Firm's cases. Change the current title of the options.
It would be nice if users could assign viewing rights to their cases or allow us to see the firm's cases. Redtail also needs to update the current title of the options to view cases. Titles that need to be changed are "My firm's open cases, and All firm's cases." Very misleading because it makes it appear that we can see the entire firm's cases. Thank you!
1 vote -
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 -
workflows
I am not using the target dates per step or task; I just add a due date and use that as my reference point. Since it shows in my calendary, I know at a glance which workflow and associated client case needs my attention. With that being said, I WOULD LOVE to be able to select multiple "open" workflows on a given calendar date and have the option reschedule them IN BULK like I can do when moving unfinished activites forward.
ALSO, I wish we cold complete tasks on steps that show up further down in the workflow even if…
1 vote -
linked accounts in new activity
It would be nice, when Clicking Save & Complete & New, for the linked accounts from my previously completed activity to stay on the new activity so I don't have to manually re-link each account again.
1 vote -
1 vote
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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 -
Notifications on mobile app or email for overdue activities
I would love to receive notifications for activities everyday or every time a task is now overdue via notifications on the mobile app, like any other app notification, or via email. This could look something like:
Subject: "New activity overdue."
Message: "Activity (Name) is now overdue."Or
Message: "You have (3) activities overdue
This would be extremely helpful and keep me on top of things when checking redtail is not my main priority.
1 vote -
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 -
And or remove items from Know Your Client
It would be best if we could create our own fields in this section. You have IPS, however we collect both an IPS in some cases and an FPS. We also collect Electronic Delivery Disclosures and Authorization to Record Meetings and DL date of expiration. There is now where for us to add this information in order to run a report for our clients to see who may be missing information. For our CRM Know your Client, I would like it to look like this...
IAA
IPS: signed date: ________________
FPS: signed date: ________________
Electronic Delivery Disclosure: signed date:____________________
Authorization…1 vote -
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 -
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 -
toggle on/off "copy" feature when save and clone is used
As of login today, each time "save and clone" is used, "(copy)" appears on the subject line of the new activity. While I understand this may be helpful for some offices, this is not how we operate. We do not use automations or workflows as the number of possible "next steps" is too great. Our "save and clone" is to leapfrog our activities to the next step. We are having to remove "(copy)" for each new activity created. This is hundreds of activities we need to edit unnecessarily.
Please create a toggle feature or site preference so this may be…
1 vote -
note
Please add the option to toggle off the number of Notes displayed in "Notes By User - All Time" on the main Notes tab of the CRM, or add the option to limit this to Notes added by the user viewing that page.
1 vote
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