151 results found

1. Pulse 360 Single Sign On

   The Pulse 360 Integration button does nothing. Can that at least be a SSO?

   3 votes

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2. Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

   Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

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3. Add Income Solver integration

   Please add integration to Income Solver by Retiree Inc

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4. Allow Zapier Access to All Fields in RT, Including UDFs

   Add access to all fields available in RT, including UDFs, to Zapier. The fields currently available to Zapier are only a small subset (currently 18 fields for a contact).

   7 votes

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5. supernote

   Would love to have a Supernote Integration!

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6. Office 365 Integration - Improvements

   Please integrate O365 fully, including email with attachments

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7. Household Address - Marketing Pro

   Please turn back on the ability for household address to feed over to Marketing Pro. I have review postcards that are not being sent out to clients if they are not Head of Households. Reviews are managed by the individual not by the household. Please turn back on the feed for shared address! The address for the spouse use to feed to Marketing Pro, but since Redtail changed this feature it is causing clients to miss their review postcards and emails. This is an essential part of our business. Otherwise I would have to manually enter HUNDREDS of spouse addresses. I have 2778 NON Head of households… this is impossible since there is no bulk action to update these address.
   Please turn BACK on the feature to feed the address for the spouse to marketing pro.

   Please turn back on the ability for household address to feed over to Marketing Pro. I have review postcards that are not being sent out to clients if they are not Head of Households. Reviews are managed by the individual not by the household. Please turn back on the feed for shared address! The address for the spouse use to feed to Marketing Pro, but since Redtail changed this feature it is causing clients to miss their review postcards and emails. This is an essential part of our business. Otherwise I would have to manually enter HUNDREDS of spouse addresses.… more

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8. FMG Suite (Segregate FMG Email Sent Notifications)

   Please Segregate FMG Email Sent Notification into its own Sidebar category, possibly under "Marketing" just like you Segregated out Redtail Speak Messages. Notes is getting too cluttered with all notifications.

   9 votes

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9. Morningstar Workstation Single Sign-on

   Morningstar Workstation Single Sign-on

   3 votes

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10. Morningstar Advisor Workstation Single Sign-on

    Morningstar Advisor Workstation Single Sign-on. From the integrations dropdown menu.

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11. rightcapital

    Is it possible to integrate with RightCapital?

    10 votes

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12. RightCapital

    I'd really like to see a RightCapital integration. Thanks!

    7 votes

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13. Workflow trigger by automation from outside RT doesnt link contact

    This used to work. I have Zapier create activities that trigger workflows thru automations. Those workflows USED TO BE linked to the contact automatically. Since the API upgrade this is no longer the case.

    Support says "This is because Automations are triggered by manual actions taken by the user. Items would require an additional 'touch' if created by an outside entity electronically such as Zapier"

    Old change logs show this was an issue with the old API and was resolved, this should be simple to fix with the new one. Please address as it kind of defeats the purpose of an automation.

    This used to work. I have Zapier create activities that trigger workflows thru automations. Those workflows USED TO BE linked to the contact automatically. Since the API upgrade this is no longer the case.

    Support says "This is because Automations are triggered by manual actions taken by the user. Items would require an additional 'touch' if created by an outside entity electronically such as Zapier"

    Old change logs show this was an issue with the old API and was resolved, this should be simple to fix with the new one. Please address as it kind of defeats the purpose of… more

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14. Fix automatic email triggers when syncing Outlook Meetings

    For syncing of Outlook Meetings (those that were sent or received), you need to find a way to fix the sync between the two systems. Currently, if the meeting is added or moved to the Redtail calendar in Outlook, in addition to the original Meeting request that was sent via Outlook initially, syncing it with Redtail then adds the Attendee to the body of the Outlook meeting, automatically triggering another email to be sent out. If you then link it to a Redtail contact, or update the Activity Description or anything else in Redtail, additional emails are automatically sent from Outlook to everyone. If you change anything in Outlook, such as updating the body, date, location, etc. the vicious circle of automated email sending repeats as soon as it re-syncs with Redtail.

    What's worse is if you need to change/reconnect the Outlook integration in Redtail, it sends emails out for every single meeting that was previously synced, past and future. I’ve had to apologize to clients numerous times for this happening, and its embarrassing.

    The only solution I’ve found, other than manually creating a Redtail activity to mirror the Outlook on, but without the client listed as an Attendee, is by creating a Zap in Zapier that creates an activity in Redtail, linked to the contact, whenever a new appointment is created in Outlook. The problem here is that if that Outlook meeting is changed/moved, it doesn’t update the Redtail record (since they aren’t sync’d).

    Since Outlook is, by far, the most widely used email platform by businesses, this is essential to fix. As mentioned in other posts, Wealthbox found a way to avoid this problem…

    For syncing of Outlook Meetings (those that were sent or received), you need to find a way to fix the sync between the two systems. Currently, if the meeting is added or moved to the Redtail calendar in Outlook, in addition to the original Meeting request that was sent via Outlook initially, syncing it with Redtail then adds the Attendee to the body of the Outlook meeting, automatically triggering another email to be sent out. If you then link it to a Redtail contact, or update the Activity Description or anything else in Redtail, additional emails are automatically sent from… more

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15. Essential Updates to Copytalk Integration

    High Priority

    Either have all dictation come into Redtail or, at a minimum, all dictations that are done in Redtail via the Copytalker app. Currently, the only way to have all dictations come in is by having Copytalk setup the integration via the Legacy system, rather than Redtail Forms. However, the Legacy system won’t automatically link the dictation to a contact record, even if formatted properly or done via the Update Contact option via the Copytalker app. When using the Redtail Forms integration, dictations only come through if very specific wording is used, and the Copytalk transcriber tags it for Redtail. Whether it’s a user-error, poor audio, or transcriber-error, the end Redtail user has no way of knowing what dictations failed to come through unless they manually lookup every emailed dictation from Copytalk in Redtail (which is just as time consuming as creating a new note and pasting the email into it

    Have a column in the Copytalk section of the Today page that indicates which Contact (if any) the dictation was linked to. That would not only allow the user to quickly identify whether or not it was already/automatically linked to a contact, but also confirm it’s the correct contact.

    Using the dictation timestamp from Copytalk as the date/time for the note creation

    Ability to use the Copytalker app to create Notes from within the Activity screen, thereby automatically associating linking it to both that Activity and the linked Contact. Currently, the only options are General Dictation and Create Contact (which is basically worthless because you can simply type the new contacts name into the Linked Contacts box and create the new contact that way).

    The only time an activity should be automatically created when a dictation is received is if it was done via the “Create Activity” request, or if the dictation wasn’t linked to a Contact (and needs to be manually linked). As an alternative to this, allowing the user to convert an Activity to a Note would probably suffice. Otherwise, receipt of the dictation by Redtail should simply show up in the Notifications and Copytalk sections.

    Medium Priority

    Ability to toggle permissions to allow other Users/Teams to be able to view/manage another’s users Copytalk messages in Redtail. That would allow an advisor’s staff to assign the notes to the correct contact, create and/or assign activities to other team members, etc. The only other alternative at this time is to setup the integration on the Copytalk side using the staff person’s Redtail ID.

    Low Priority

    Be able to run a report and/or search the dictations logged in Redtail (I added noreply@mycopytalk.net to the Organization I created for Copytalk as a temporary workaround)

    Changing the name of the Copytalker button from “Update Contact” to “Create Note”

    High Priority

    Either have all dictation come into Redtail or, at a minimum, all dictations that are done in Redtail via the Copytalker app. Currently, the only way to have all dictations come in is by having Copytalk setup the integration via the Legacy system, rather than Redtail Forms. However, the Legacy system won’t automatically link the dictation to a contact record, even if formatted properly or done via the Update Contact option via the Copytalker app. When using the Redtail Forms integration, dictations only come through if very specific wording is used, and the Copytalk transcriber tags it for… more

    3 votes

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16. OneNote

    would like to be able to add OneNote to the integrations options

    2 votes

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17. aggregator

    why is there no integration between Computershare & Redtail - the link exists for other financial aggregator sites

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18. Integrating Clientworks Calendar with Redtail Calendar

    Integrate CW calendar with Redtail calendar.
    For those of us using Meeting Manager having the Clientworks Calendar integrated with Redtail Calendar would be helpful with carrying over appointments.

    3 votes

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19. Can you make a click through for Zoom Phone systems?

    Being able to click the phone number and auto call on zoom

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20. Add zero balance accounts from Orion Feed

    It would be great to have zero balance accounts feed into Redtail. This is especially useful for Traditional IRAs that sit empty for Roth backdoor conversions.

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