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. Make the precisefp integration a single on

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

    4 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add additional information that can be sent to LaserApp

    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

    6 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  3. laser app

    Need a way to pull the memberships into LaserApp as beneficiaries as well. (Non-Dependent beneficiaries)

    6 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  4. laser app

    Need the ability for a workflow to be attached automatically when we add the Last Review Date. This makes sure all follow up has been completed.

    4 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. Laser App

    We have information about the client that we would like to enter but we do not have fields in Redtail to input that information that will then feed to Laser App.

    12 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  6. Drivers license info feed into Laser App

    Drivers license info feed into Laser App as well in contact data

    9 votes
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  7. suffix

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

    4 votes
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    0 comments  ·  Forms  ·  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?

    23 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    8 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  10. "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".

    13 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. JotForms

    Integrate JOT form to add data client provides.

    Use a JOT form in an e-mail that will allow the client to add data (ie: CPA contact info.) and upload it to the clients Redtail record for ease of access.

    10 votes
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    1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  12. LaserApp - Send Trust Information

    It would be great to add the Trust information to the contact card. This would allow the trust information to map to Laser App. At the moment the trust information has to be entered into the CRM as a spread record that does not map to any laser App fields or link to the clients record in Laser App. This should be an easy task to accomplish.
    1. Add Trust to clients Contact Card
    2. Map fields from Red to Laser App
    3. confirm information from contact card is link to Laser App.
    4. Make Redtail clients happy

    6 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  13. PreciseFP - Show Risk Tolerance

    PreciseFP - Risk Tolerance score, link to Clients and show on know your client. They have a new robust risk tolerance questionnaire and would be nice to link

    10 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  14. PreciseFP and Redtail CRM/Imaging

    Map over any documents into CRM Docs or Redtail Imaging that a prospect/client has uploaded into PreciseFP

    7 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  15. Attaching PreciseFP Forms to Workflows

    It would be nice to be able to attach a PreciseFP form to a workflow so that the form gets automatically sent to the Client during a specific step of a workflow

    18 votes
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    1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  16. Microsoft Teams - Add connecter

    Can you add Microsoft Teams as a connector so we can attach client to any team conversation that we are having and post materials directly.

    27 votes
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  17. Sync UDFs with PreciseFP

    It would be fantastic if the Redtail/PreciseFP integration could push data from PreciseFP into Redtail's UDFs. For example, we currently send out a survey through Survey Monkey to new clients asking for drink preferences, favorite activities, etc. Then we have to copy and paste that data into UDFs. If PreciseFP could push data into UDFs in Redtail once the clients finish the survey it would save so much time!

    19 votes
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    1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  18. Laser App Account Numbers Need To Populate

    Client account information (Pershing #, etc...) should appear in an Insert box (like it does for beneficiaries) on forms in Laser App. I can't see why this data isn't pulled over- it's needed on a ton of forms!!!

    7 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ipipeline

    It would be great to be able to import client data to Ipipeline for online insurance applications.

    11 votes
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    1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  20. Laserapp - Suffix

    When someone has something after their name (like III or Jr) it does not show when using laser app from RedTail

    1 vote
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