Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
185 results found
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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.…
3 votes -
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.
12 votes -
Morningstar Workstation Single Sign-on
Morningstar Workstation Single Sign-on
3 votes -
Morningstar Advisor Workstation Single Sign-on
Morningstar Advisor Workstation Single Sign-on. From the integrations dropdown menu.
3 votes -
rightcapital
Is it possible to integrate with RightCapital?
13 votes -
RightCapital
I'd really like to see a RightCapital integration. Thanks!
10 votes -
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…
3 votes -
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…
3 votes -
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…
3 votes -
OneNote
would like to be able to add OneNote to the integrations options
2 votes -
aggregator
why is there no integration between Computershare & Redtail - the link exists for other financial aggregator sites
1 vote -
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.6 votes -
Can you make a click through for Zoom Phone systems?
Being able to click the phone number and auto call on zoom
1 vote -
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.
10 votes -
Improve Schwab Advisor Center Digital Account Opening to include employment and citizenship data
As a Redtail User, I would like to have employment and citizenship data pull over in Digital Account Opening as those are required fields to populate on new accounts
3 votes -
redtail retriever synch client birthdays
Would like to have Client birthday's synch through retriever to my outlook calendar.
7 votes -
Asset-Map
Create a bi directional connection with asset-map that allows accounts to flow through. Accounts updated in assetmap will show in redtail for notes and vice versa
12 votes -
Primary Telephone Number with Laser App
We use Laser App on a daily basis. Can something be done so that the "Mobile" number on a contact record will flood in a PRIMARY PHONE NUMBER? It only pulls in a "Home" ph number, & most do not even have home phones anymore. We ALWAYS have to manually input the mobile phone number as the "main ph #" for clients ppwk.
3 votes -
Integration with Ascensus
I would like to have an integration with Ascensus
1 vote -
Integration with Empower
Would like to have an integration with Empower
7 votes
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