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.
151 results found
-
Orion Integration - Reporting
Ability to export list of clients that are or are not synced to an Orion household.
14 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
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
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
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.
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Please create a feature where if an Email is sent from FMG suite it updates that note to the redtail contact
Please create a feature where if an Email is sent from FMG suite it updates that note to the redtail contact
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Better integration with note-taking apps
I need a way for handwritten notes in either OneNote or Evernote to integrate to RT. Evernote only synches typed notes and RT will not import handwritten notes which are saves as PNG files. This makes this entire integrates useless since we, and many others now, take notes on a tables w/ stylus. OneNote doesn't have any integration, but would need the same fx. Either will do.
20 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Intergrate the Redtail CRM to work with Mitel phone systems.
We are switching our phone system to Mitel and as they are one of the big VOIP phone systems we are disappointed to see that Redtail does not integrate with them.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Zapier Automation
Bugs to be fixed in Zapier. Although Redtail is showing available to integrate with other applications within Zapier, there are a few bugs that make it impossible to connect applications. Anything to speed along a fix to make Redtail functional when using Zapier would be greatly appreciated.
Here is the email correspondence with Zapier:
"The first is the bug where the Contact Source values aren't available in the dropdown selection. This is a known bug, and I've added your email addresses as affected users. Unfortunately, I don't have an ETA on when this bug will be resolved as the Redtail…
4 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
Tamarac Reporting Integration
Integrate with Tamarac Reporting
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Sync account beneficiary information from Redtail to Emoney
Creating the ability for ALL account details in Redtail to sync with the contact in eMoney and vice versa. The synching integration really is mute point fi you are still having to go into each system for data entry.
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
4 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Allow integration to Microsoft SharePoint shared folders
Currently all of our contact's documentation is stored on Microsoft SharePoint. It would be ideal if we could link to the shared folder as opposed to having to upload all documents and have documentation in two places.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
zapier
I need Redtail to share with zapier the following fields: mobile phone, home phone, email address, home address, city, state, zip code. The zap I am creating takes a parsed email with new lead data and adds it to redtail as a new contact. Right now the only fields Redtail allow to be added are: First Name, Last name, Contact Status, Contacts Source, Contact Category.
142 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
Addepar integration
Have an integration with Addepar portfolio management system
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
dymo
Please have an integration for DYMO Label Printer. I don't know if this will ever happen but it would be great if we could print single addresses from a Dymo Label printer.
Or at the very least make a button I press that will show a contact label that I can copy and paste into the Dymo label writer software.
PLEASE PLEASE PLEASE make this happen! Thank you!
55 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Account feed integration with Nationwide
We have many clients with accounts at Nationwide that do not feed into Red Tail. It would be helpful if Nationwide was an option on the integration list.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
FMG Suite integration
In syncing contacts to FMGSuite, we need to see Quicklist Tags. Not just Tag Groups. Since Tag Groups are static, they are of limited usefulness for the purpose of identifying categories to send emails to. Since Quicklists are dynamic, I can count on the correct client records being in given Quicklists.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Drivers license info feed into Laser App
Drivers license info feed into Laser App as well in contact data
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Citrix Sharefile File Explorer Link
You have a citrix integration, this is kind of useless as it requires the downloading and uploading of files to use them. Please integrate a button that would "open the windows file explorer location" of the files (assuming citrix files or sharefile sync are installed on the local machine)
Ive tried to figure out how to put the direct folder location as a website link in the client contact card but am unable to make it work.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
eMoney Observations and Next Steps in Redtail
It would be great to be able to see the Observations and Next Steps section for the eMoney software in our redtail platform. We use the Observations section for our high-level finanacial planning recommendations. Further, we use the Next Steps to list action items for both the client and advisor to complete. It would be great to see these two sections on the client card, especially right before our advisors make a call to the client in order to be abreast of their planning status.
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
scheduling
Currently we create a Schedule Meeting Task for our current client/contact list that reminds our front office on a quarterly, semi annually, or annually basis to reach out to the client and schedule an appointment for a portfolio review. I was trying to eliminate the amount of time the staff spends on the phone and going back and forth with lients to schedule appoints so I thought I could integrate a scheduling app.
However, There is no way to link a retail contact to the scheduling tool (i.e. Calendy) so If we utilized that system the office staff would still…
48 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
- Don't see your idea?