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.

Pull account information in from RightCapital

An integration with Jabber - Would like to sync Red Tail contact phone numbers with contacts in Jabber.

When I create a Redtail Activity, I would like the option to add conferencing via GoToMeeting so it creates a link to then share with guests.

Able to use a dial feature that automatically creates an activity, allows for notes, dials the client (modem and line needed), times length of call.

We use Zapier to automatically create a contact in Redtail when a person fills out one of our forms on our website, but the only thing that will pull over currently is name and source. Want to be able to pull in Phone number and email as well.

I know and saw someone suggested this in the past, but you guys really should do an integration with DST Vision.

It would be nice to have Zoom Phone integrate with Redtail. Examples might include click-to-call from the contact page, updating contact record when a call is made or received, etc...

Ability to export list of clients that are or are not synced to an Orion household.

need the ability to put in the client's employment status (Retired, Employed, etc.) and be able to pull that over to paperwork in LaserApp

Today, when on a contact record, there are Common Tasks list that has things like "Send to Laser App". Can you add an option to Send to Docupace Starting Point? Or, better yet launch all three Integration options to Docupace from Common Tasks?