Need ability to import vcard and other mainstreet individual contacts

Intermedia has VOIP services as well as cloud backup and storage. They are the phone provider recommended/discounted with a Costco membership.

I think it would be beneficial to many if you could integrate with Docuxplorer just like PSIGEN and Docupace.

All of the current links go to A REPORT. It doesn't allow the Rep to determine what report we want. It limits the functionality of the Albridge software.

Please spend time improving existing integrations that your users have been begging for for years before adding more integrations. So many integrations need improvement so that they are actually meaningful!

FIS Relius, Matrix and MidAtlantic

Enable GoToWebinar integration so that when people register for a webinar, it will auto add them to a linked seminar in Redtail. This is should happen without the need of Zapier, which would require us to pay for an extra service that other CRM's have figured out how to offer already.

With yCharts growing as quickly as it has been as an alternative to Morningstar Workstation, it would be nice to have it integrated with Redtail so that we can quickly run reports/analysis on client portfolios and/or research different investments in one place.

when utilizing, for example, the calendly-Redtail Zapier, we need to be able to specify the Prospect intro activity template be the action when the trigger is introduction call scheduled through calendly

We use Panoramix as our accounting software and we have them set up to pull new email addresses from RT to capture emails that get changed. Except it doesn't work well, we get both current emails and retired emails. Here is what they told us.
*RedTail simply sends us all the email addresses without differentiation between active and archived. Since we don’t know that it’s archival data, we put it in one of the active email fields."

Make the PreciseFP integration in Accounts more robust. There are a huge number of fields that are not mapped. This would make some of our fact gathering and review much improved!

We love our redtail tasks for keeping track of work. However, it can be cumbersome to find all outstanding tasks of a specific type and as a business owner to see where we are from a high level.

Our experience is that workflows are a little claggy and get overlooked (accidentally).

We started using Monday.com to track some of these items, and even with double-entry it makes us run more efficiently. It does mean we ignore some Redtail tasks and follow the workflows in Monday.com.

An integration between Redtail and Monday to help track and plan projects would be amazing!

We use PSIGEN for our document filing/storage in our office. Integration would be nice to be able to see our PSIGEN documents in Redtail for our clients.

Now more than ever, we need an integration for clients & prospects to schedule appointments with software like Calendly. Are there other apps that people are using? What does everyone recommend? We need something user friendly for clients to be integrated with Redtail

On the dashboard of RedTail, where Mobile Assistant Messages are located, is it possible to somehow mark them done once they’re created in notes under client name? I don’t want to delete them from dashboard, but need a way to tell whose been done (created note) and if I’ve missed creating a note for the mobile message under respective client name. Maybe have created note turn a color or flagged.

like you do eMoney and MGP. That way we can launch precisefp within redtail.

I suggest adding an integration with Stratifi. It is a new client-profiling and risk analysis product with a compliance monitoring component as well. Very similar to Riskalyze.