1671 results found

1. Enhancing Consistent SSO Integration Across Multiple Redtail Databases

   Enhancing Consistent SSO Integration Across Multiple Redtail Databases

   Background:

   CPS Investment Advisors services external Co-advisor firms, culminating in our establishment of a primary home Redtail database along with 24 supplementary Redtail databases. While with Orion we have a single unified database, Redtail specifically suggested the deployment of distinct databases as the only way to partition clients. This ensures each outside co-advisor firm we service only sees their own designated clients. This proposal was grounded in the commitment that navigating between these databases would be fluid by “Switching” into our other Redtail databases in managing all clients that we service across all databases. Please reference Case # 05770177 where support concludes that “The integration is designed to work when connected to one database and is not intended for use when switching between other databases.”

   Problem Statement:

   When we integrate the SSO of our primary (home) Redtail database with the Orion platform, or any other platform, the integration remains intact and functions normally. However, challenges arise when these users switch to another Redtail database. In these instances, the system prompts users to re-integrate SSO, which initially appears to function. Yet, by the following day, not only is the new integration within the "switch" database disrupted, but the SSO integration in the primary home database is destroyed, effectively resetting the integration process for all databases.

   Proposed Solution:

   1. Persistent SSO across databases: The platform should enable a user’s home database SSO configuration to be consistently and reliably applied when switching into any co-advisor database.

   2. Flexible SSO Configuration: Possibly introduce an option allowing external users of a database to either utilize their home database SSO credentials or establish unique SSO integration credentials for that specific database. This would help cater to varying integration preferences and requirements across databases.

   3. Protect Home Database Integrity: Any integration activity in a database for which the user is an External User should not compromise or interfere with the SSO settings of a user’s home database.

   Expected Benefits:

   1. Operational Efficiency: Facilitating a consistent SSO experience would circumvent unexpected disruptions, paving the way for efficient daily workflows.

   2. Enhanced Client Servicing: A robust integration means we can service clients across all databases, void of any obstacles.

   3. Enhancement Of All SSO Integrations: We experience the same SSO failures with trying to integrate Redtail to Wealthscape, completely disabling the “Set Up New Account” SSO workflow to Fidelity. This is an integration we were very much hoping to use. We are now planning to use the Orion to Fidelity new account workflow once it is fixed.

   Impact Analysis:

   The inconsistencies in the SSO integration can necessitate manual re-entry of information across platforms. This manual duplication process inherently increases the risk of human errors, leading to potential discrepancies and inefficiencies. Moreover, our inability to interact with our co-advisor databases in the same intuitive manner as home users significantly hinders our capacity to showcase the benefits and functionalities of SSO integrations to them. This situation not only strains our internal processes but also places us at a distinct disadvantage during collaborative efforts and demonstrations. It would also be unreasonable to suggest that we set up all our employees that need “switch” access to another database we own, as home users of each database, and instead of switching, they log out of their home database and log in as a home user of each of our 25 databases in order to service all the portfolios we maintain.

   Future Implications and Dependencies:
   As our firm grows adding more outside co-advisor groups, and technology advances, seamless integration between platforms becomes more than just a convenience; it's an operational necessity. With specific reference to Redtail and Orion:

   1. Redtail CRM & Redtail Imaging: How will external users of a Redtail CRM database access the corresponding Redtail Imaging database? Has this been considered?

   2. Orion Document Vault & Redtail Imaging: As Orion moves to utilize Redtail Imaging for its Document Vault, any disruptions or inconsistencies in SSO integration could prevent our team from accessing vital client documents stored in the vault. This not only hinders our internal operations but can also jeopardize timely client servicing, which relies on access to these crucial documents.

   3. Orion Client Portal Implications: The limitations in SSO integration could have future repercussions in Orion’s client portal access should an integration be forthcoming there.

   4. Other Platform Integrations: Beyond just Redtail and Orion, the SSO integration issue could potentially hinder our integration with other platforms, such as LaserApp, PreciseFP, PDF.co or ShareFile. Such disruptions can lead to inefficiencies and, in worse scenarios, data inconsistencies or losses.

   5. Anticipated Growth and Scalability: As we foresee more co-advisor collaborations and potentially new platforms being added to our ecosystem, the current SSO limitations can become a more significant bottleneck. Addressing it now will pave the way for smoother expansions in the future.

   Conclusion:

   In an age of digital integration, the harmonious interplay between platforms is pivotal for operational efficiency, client servicing, and future scalability. While the alliance between Redtail and Orion is undoubtedly paramount, our concerns transcend this singular partnership. It is imperative to recognize that the challenges faced in SSO integration have ripple effects across our entire tech stack, affecting integrations with platforms like LaserApp, PreciseFP, PDF.co, ShareFile, and more. Addressing these concerns ensures not only an enhanced user experience within Redtail and Orion but also secures the integrity and fluidity of our operations across the board. We advocate for a solution that not only leverages the combined strengths of individual platforms but also fortifies the interconnected web of systems that our operations rely on.

   Enhancing Consistent SSO Integration Across Multiple Redtail Databases

   Background:

   CPS Investment Advisors services external Co-advisor firms, culminating in our establishment of a primary home Redtail database along with 24 supplementary Redtail databases. While with Orion we have a single unified database, Redtail specifically suggested the deployment of distinct databases as the only way to partition clients. This ensures each outside co-advisor firm we service only sees their own designated clients. This proposal was grounded in the commitment that navigating between these databases would be fluid by “Switching” into our other Redtail databases in managing all clients that we service across… more

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2. Client task bar

   What would really be helpful is an open task bar on each contact. It would be a bar or section on the side that you could add editable ongoing notes about what is going on with this client. Things and info that you need right away. For example: Do not text this client - always call, remember this for our next meeting, these are things we are working on or toward, We are doing this on this account, etc. Things that are already in their notes, but quick and easy to see and can be changed as you go forward. Items you don't want to search for everytime you create an agenda, take a phone call, or prepare for meeting.

   What would really be helpful is an open task bar on each contact. It would be a bar or section on the side that you could add editable ongoing notes about what is going on with this client. Things and info that you need right away. For example: Do not text this client - always call, remember this for our next meeting, these are things we are working on or toward, We are doing this on this account, etc. Things that are already in their notes, but quick and easy to see and can be changed as you go forward.… more

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3. Workflows Page - the Filter and Complete Buttons

   When I am on the Workflow page, and I filter for workflows assigned to me there are some wonky outcomes. Two in particular.

   1.If I select say three workflows by clicking the box next to the workflow and then hit "Complete" button. The workflows "DO NOT GET COMPLETED"

   1. If I take action on this screen and want to go back to the screen to see my other workflows - I need to start the entire screening process all over again.

   I would like to see the same filtered results as opposed having to start over every single I try to update something from this page.

   When I am on the Workflow page, and I filter for workflows assigned to me there are some wonky outcomes. Two in particular.

   1.If I select say three workflows by clicking the box next to the workflow and then hit "Complete" button. The workflows "DO NOT GET COMPLETED"

   1. If I take action on this screen and want to go back to the screen to see my other workflows - I need to start the entire screening process all over again.

   I would like to see the same filtered results as opposed having to start over every single I try to… more

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4. Workflow

   We need workflow functionality added to the Redtail app. When we are prospecting and not by our computers, we should be able to add a prospect to a workflow from an existing template.

   This will reduce redundancy of efforts, eliminate unnecessary communication updating coworkers on what we've done, improve correctness in timestamping events, and ensuring tasks get complete.

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5. Add Contact History Tab to Client Profiles

   It would be beneficial to have a section on a client's profile where we can record our contacts/attempted contacts with them. I see that there is an "Email history" tab, but this would be for both attempted email and phone correspondence. While this information could be recorded in the "Notes" section, we would prefer to keep that space reserved for things like client meeting notes, summaries of client conversations, etc.

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6. Thinner "regular" text to differentiate bold text

   I think we should make the text in descriptions for workflows a little thinner, so it's easier to differentiate BOLD and unbolded text. In the regular description boxes, activities and notes, it is easy to differentiate, but in workflows, it's a little harder to differentiate what is bolded and what is NOT bolded.

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7. mobile app

   Calendar view - Allow to view calendar by week, month, etc. that is not in list form. but in calendar form. Similar to google calendar.

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8. Task/ Activity Check Box

   On the calendar screen with all of your tasks/activities... each task/activity should have a small check box in a corner, so that you can select multiple tasks/activities at once for drag and drop, delete, re-assign, and re-schedule...the current method is very buried and not time efficient.

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9. Activity/ Task Lock

   Only allow the person that completed a task to unlock and edit the activity. Along with a time stamp

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10. Family Split Option

    If a family unit splits off - child as an adult - or divorce ... easily split off clients onto there own family unit.

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11. Securian Financial - Minnesota Life Insurance Applications

    Please create an integration between Red Tail and Securian Financials' Minnesota Life E-Application iPipeline system so that clients basic information is auto populated. Thank you!

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12. Copy Account Feature

    It would be great if we could have a feature to copy an account. When setting up multiple accounts for the same person, if there was a copy feature, it would save a lot of time with not having to input all the same information multiple times (i.e. beneficiaries, open date, etc.). We could just copy and then change account number and type

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13. Allow phone numbers, addresses, and email addresses to be re-arranged.

    Allow users to re-arrange addresses, phone numbers, & email addresses.
    I understand this idea is already out there, but here it is again, with a possible fix... Make it so that we can "Click & Drag" to re-arrange the list. Right now, it just lines them up as they are entered.

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14. Activities By Contact-Search By Who Added Activity

    When running the "Activities By Contact" report, it would be nice to have a filter option that allows us to filter by the user who added the activity. We have several team members, and it would be nice to be able to look up all of the activities a specific user added to Redtail.

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15. Primary Financial Rep - from Redtail to AW

    It would be beneficial to be able to automatically designate who the financial representative is on an account when sending to AdviceWorks. For example, I am an assistant, so would not want any contacts under my rep code by accident. When I send clients to AdviceWorks it populates my rep code in for them as default. I would like it to automatically fill in the Financial Professionals Rep code instead of mine so that no errors are made.

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16. Ability to Print Notes by Contact that shows the Comments

    We use Comments on notes a lot, we have a rule of same day/same topic but there is important information being added under Comments. We are going to be told that we can no longer use Comments since they will not print out on Notes by Contact Report. They also do not print out when you click on Notes in a clients RT record and choose the category of note you want to print. This would be a very useful feature to be able to export out to PDF and have the comments show as well. The only option currently is to click on the stack of papers and go to Report > Notes and print out every single note on a record. Please vote for this if it is important to you.

    We use Comments on notes a lot, we have a rule of same day/same topic but there is important information being added under Comments. We are going to be told that we can no longer use Comments since they will not print out on Notes by Contact Report. They also do not print out when you click on Notes in a clients RT record and choose the category of note you want to print. This would be a very useful feature to be able to export out to PDF and have the comments show as well. The only option currently… more

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17. In Office Chat Box

    I would love if Red Tail had the ability to allow chat sessions between our in-office contacts. If our admin was able add co-workers into a chat or messenger style system for everyone in the office to communicate about tasks and activities within redtail.

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18. Being able to add a name of a dependent or parent without having to create a contact record.

    Being able to add a name of a dependent or parent without having to create a contact record. Sometimes just want to know their name, not clog up the amount of contact records i have that are not beneficial to my business.

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19. things to do today

    Things to do today- All Day Only

    Only display all day activities in the Things to do today section. I can see time specific items on the calendar.

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20. Please make the comments on Notes more visible!

    Instead of displaying "Comments (1)" and then having to click to view more, it would be nice to have all the comments on notes visible/auto expanded.

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