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.
75 results found
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precise
It would be very helpful if the integration with Precisefp also mapped the Know Your Client fields. This would allow us to send a digital Know Your Client form via Precisefp where the client could update or confirm the information.
2 votes -
1 vote
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SharePoint Integration
Have Microsoft's SharePoint be an option to easy link date
1 vote -
Orion integration - add ability to link to more than one database or choose which database to link to
Our firm has a parent database and a child database in Orion. We are unable to link our Orion child database to RT because currently it will only allow one database to be linked. In this instance we would want the child database to be linked but not the parent database. Having the ability to pick one over the other is helpful or having the ability to link more than one database would solve our current problem.
1 vote -
Give us a way to auto paste to spreadsheets
Maybe link office 365 to redtail or have its own spreadsheet page. Instead of just listing info like writing on a sheet of paper, have it with text boxes that then paste onto a pre-organized spreadsheet that can be saved/linked to onedrive.
1 vote -
Ramsey ProPortal Integration for SmartVestor Pros
I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…
1 vote -
3cx voip integration
Can we add more VOIP approved integrations? we currently use 3CX phone systems and they are not on the approved list and therefore not compatible with Redtail for integration.
1 vote -
exports from Redtail to Quik
We use Quik's integration with Redtail to partially complete our applications. We just realized that if the client says they have 0 years Mutual Fund experience, 0 Stock Experience the value does not come over. Quik tested if they put a value other than 0 it comes over but the 0 should also so we don't have to manually complete that they have zero experience
1 vote -
Ramsey Pro Portal Integration for SmartVestor Pros
I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…
1 vote -
Ramsey Pro Portal Integration for SmartVestor Pros
I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…
1 vote -
removal of Orion Planning from single sign on menu
Enable the ability to remove Orion Planning as a selection on our single sign on menu. That selection appeared recently. I do not believe we did anything to cause that to occur. That product is turned OFF on our Integrations page. I do not want to enable use of that product at our firm.
1 vote -
Account Feeds, Integrations, & Reporting
We have 401(k) participant accounts come through our data feed as unlinked because we don't have the contact and SS # in the system. It would be nice to be able to determine which employer plan (company) the participant/account is from (not just which 401k website).
If not, then the ability to run reports based on Account Feed Details -> Account Title. Many accounts will start with "CB&T TTEE SIMPLE IRA PLUS," so we know it's from American Funds, but there is no easy way to determine which employer plan the account is under.
1 vote -
feed updating
I just learned that when you Integrate your data from another vendor like Albridge the updating and contact creation is only once at the start of the process. It would be extremely helpful if this is a dynamic process so that anytime I open a new account or add clients RedTail will automatically create the contact as well as any changes I update to the client in Albridge they update in RedTail
1 vote -
Contact & Activity data privacy chances during Retreiver Sync
When performing the initial sync of an advisor's Redtail to a Google Calendar we created just for them, we discovered that there is no option to keep linked contact information or activity details private, allowing anyone with the access to see private information. Our concern is that if Google Calendar is hacked, it opens a large back door to our Redtail/client data because of the info synced. When you choose 'Sync Contacts' and/or 'Sync Activities,' all data and information is synced to Google Calendar and made available to anyone with calendar access or who has been invited to a specific…
1 vote -
Redtail Cambridge Integration enhancement ideas
Currently, the Redtail-Cambridge CLIC integration is a simple contact send from Redtail to CLIC. Cambridge is exploring options for enhancing the integration, and is seeking feedback for integration features that mutual users would like to see implemented. Do you have any ideas about integration features that Cambridge could consider including in the enhancement work? Please add ideas in the comments below.
1 vote
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