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.
152 results found
-
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!
-
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!
-
myrepchat
when the myrepchat feeds come over into notes, can it automatically list the category be updated to say either myrepchat or email sms message or some kind of designated category
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!
-
Indicate note was added from dashboard
I would like for the ability to have dictated messages (mobil assistant / copytalk) show up in the client note section AND at the bottom of the today page so I know the file was inputted without having to manually check it. Maybe have a notation next to it that says filed.
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!
-
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!
-
GoToMeeting to sync with Redtail. Not through Zapier
When I create a Redtail Activity, I would like the option to add conferencing via GoToMeeting so it creates a link to then share with guests.
13 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!
-
rightcapital
Is it possible to integrate with RightCapital?
13 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 -
Intulse Integration - Custom category for auto-logged calls
Calling all Intulse integration users! Please VOTE!
If Redtail/Intulse could work together to implement a custom category type for the auto-logged notes that appear in the CRM after a call, the Contacts by No Contact report would produce a much more streamlined report to aid in practice management and tracking touch points.
If the note that is automatically produced after a call is made or received through Intulse was coded as "Phone call" or "Intulse call," then the Contacts by No Contact report could be filtered to appointments and Intulse calls. This small change would have a huge impact on…
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!
-
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!
-
zapier integration: add "Assignee" field to their templates.
Zapier is an incredibly powerful tool, but it's missing a significant amount of customization. when adding a new activity/task, we need the ability to manipulate the attendees.
12 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!
-
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!
-
Holistiplan integration with Redtail
Integration with Holistiplan would be great for know your client, tax rate information, marginal taxes, income, AGI and more
12 votes -
Why not use both Copytalk Legacy and Copytalk Forms integration
Please keep the legacy integration, we use it a lot.
While talking with Copytalk, they mentioned that the legacy integration, where the notes show up on the home page is likely going to be removed by Redtail at some point. This is super helpful for our office because it allows us to go in and edit the notes before we save it to a client's profile.
The new integration, Copytalk forms, is convenient because it uploads directly to the client's profile, but it does not allow for us to edit once its saved as a note. It would be nice…
12 votes -
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!
-
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 -
GoToWebinar to sync to Redtail Seminars
Enable GoToWebinar integration so that when people register for a webinar, it will auto add them to a linked seminar in Redtail. This is should happen without the need of Zapier, which would require us to pay for an extra service that other CRM's have figured out how to offer already.
11 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!
-
myrepchat
Can you segregate text messages from notes into its own category.
so instead searching for text messages in notes.. I would Access the text messages under a text messages category heading on the side bar.11 votes -
lpl integration with meeting manager
LPL now has a feature through Clientworks called meeting manager. It would be helpful if the meeting notes entered into meeting manager would feed into the redtail notes. They have also introduced their own version of a CRM and it would be useful for that to integrate as well.
10 votes -
next360 part of Pershing/Improvement to end user
I want to have the ability to see the avg. cost of each equity along with the original purchase date if there are multiple purchase dates I will need to see each purchase date. In order to be tax efficient with clients this information is essential.
10 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!
- Don't see your idea?