Integrations

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report, something we need to Restore from the classic CRM interface)!

We want to hear from you! How can we improve our CRM software to better serve your business?

In this section, please let us know if any of our existing integrations with other services could use improvement.
If you don’t see that we integrate with another service, but you’d like to see us do so in the future, please let us know what that service is and what the benefits of establishing an integration with that service would mean for your business!

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  • My feedback
  1. Have more fields send to MailChimp, incl. tags/keywords as tags in MailChimp

    Currently Email, First Name, Last Name, and Nickname send to MailChimp. Should not take much to send additional info, starting with tag or keyword to match tags over on the MailChimp side. In addition would love to see the address, phone, and date-of-birth fields come over.

    8 votes
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Can we get Eventbright or similar to integrate? That way, their RSVP data for seminars can be directly imported

    Integrating an event coordinator for the seminar participation data would save a lot of time and energy. Event Bright is an example of a company that provides a portal to "sell" the seminar ticket and provide event reminders to those that have RSVP'd to the event.

    4 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  3. protect the name field from unintended changes from an integrated program (the advisor will change the name in eMoney, it alters the name

    the advisor uses the client nickname in eMoney which changes my entry in RT (legal name) can this field be locked or...?

    1 vote
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  4. Redtail sync to outlook 365 - do not sync old invalid emails addresses

    When syncing contacts to Outlook 365 it would be great to not sync the old emails (that we are keeping in Redtail to keep email history) as they come across as Email 1, Email 2 or Email 3 and you do not know that they are old emails. Only sync the Primary/Preferred or Type Home/Work.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. suffix

    Would like suffix to feed over to laserapp and be added after lastname

    1 vote
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  6. Implementation of Single Sign On (SAML 2.0 Support)

    For security and automation it would be very useful if Redtail supported SSO integration to Azure AD. This would allow us to better manage employee access into Retail as well as support our preferred 2FA solution.

    Is there a roadmap when this could be implimented?

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Please create an online meeting scheduler or integration ability for those who don't use Microsoft Outlook!

    We don't use Microsoft Outlook, just online RedTail/Zimbra email and calendar. It would be very helpful if you could create an online meeting scheduler (such as Calendly) that integrates with RedTail's calendar and email.

    26 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Integrate with Fillable PDF's

    Is there a way we can add an inegration for fillable PDF's the same way we are able to send client contact information over to Laserapp?

    13 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add a Financial Planning Overview Page

    Under each contact please add a new templated page that allows us to compile different areas of a clients financial situation into an overview.

    You have something like this already with the Recruiting page it just needs to be modular so the advisor can customize what data they want to see in the overview and pull it from the other pages in Redtail or UDFs or Integrations.

    For example, we have a Word document that acts as a client summary and pulls together the recommendations from Emoney and Tasks, Notes, Opportunities from Redtail into one executive summary. This is a…

    3 votes
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    0 comments  ·  Financial Planning  ·  Flag idea as inappropriate…  ·  Admin →
  10. Laserfiche - Add Suffix

    Allow suffix to be part of API- doesn't show is laserfiche- very limiting when we have Jr and Sr clients

    we need to be able to have II and III and Jr and Sr as options. This is part of their name. how do we keep them separate with our integrations if it isn't allowed in the API?

    3 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Additional Fields for Zapier and Google Sheets

    As of riight now there are limited fields that are being transferred from Google sheets to Redtail Via Zapier, I would love to have the fields such as email,address, phone number be included in the additional fields.

    9 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  12. PreciseFP More API Connections Banking Information Sync

    Be able to sync more data over to Redtail from PreciseFP and also have banking information sweep over with all the other accounts.

    3 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  13. Sync.com

    I would love to see an integration with Sync.com for document storage, if at all possible. Thanks!

    1 vote
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  14. FMG - Add Nickname

    Include Nickname field in Integration (FMG Suite). The API should first look to NickName for the first name data, and if blank then default to FirstName. Per Redtail best practices for years it has been advised to use FirstName for the full legal name and Nickname and Familyname fields for the preferred name. However, Redtail is only building integrations with FirstName and ignoring NickName, which is causing all kinds of havoc and hurting our client experience when they see "the name only their mother calls them" on the reports. Please fix this fatal flaw ASAP Redtail. Otherwise, these integrations are…

    1 vote
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    0 comments  ·  Marketing  ·  Flag idea as inappropriate…  ·  Admin →
  15. User friendly Six Sigma/Project Management tools: Gnatt Charts, Swimlanes, charts, etc

    user friendly six sigma project management tools integrated with calendar/Activities.
    gnatt charts, swimlanes, charts, etc

    3 votes
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    0 comments  ·  Advisor Tools  ·  Flag idea as inappropriate…  ·  Admin →
  16. Docupace Integration

    Make integration two way with Docupace and link over more fields into the system such as family tree like you do for Laserapp. Two way client info updates and document storage link.
    Workflow/Activity triggers.

    3 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  17. Docupace Workflow Trigger

    When sending a client to Docupace starting point. Be able to trigger a workflow or integrate their workflow into the clients profile somehow.

    3 votes
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    0 comments  ·  Document Storage  ·  Flag idea as inappropriate…  ·  Admin →
  18. "Nickname" as a usable option in FMG suite (Connect to Clients)

    When sending out personalized electronic greeting cards, it would be helpful to pull names from the "Nickname" data field in RT rather than having to use the client's proper "Legal" name, which is often times not a name we would actually use to address the client. For instance, we might call Theodore "Ted" / Patricia "Pat" / Richard "****", etc. Being forced to use clients' legal first name as our only option causes what is otherwise supposed to be a personalized greeting to come across as canned and impersonal. I'd rather be able to use their "Nickname".

    4 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  19. BlackRock/iShares 529 Integration

    It would be great to see an integration with BlackRock, specifically their iShares 529 plans. Thank you for considering this partnership!

    3 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
  20. know your client integration

    Is there any possibility of this section integrating with other software such as the account opening toll in Wealthscape, for example?

    2 votes
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    0 comments  ·  Custodians/ Data Aggregation  ·  Flag idea as inappropriate…  ·  Admin →
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