152 results found

1. 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

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2. 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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3. 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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4. Morningstar Advisor Workstation Single Sign-on

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

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5. Morningstar Workstation Single Sign-on

   Morningstar Workstation Single Sign-on

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6. 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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7. Add Income Solver integration

   Please add integration to Income Solver by Retiree Inc

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8. Pulse 360 Single Sign On

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

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9. LinkedIN sales navigator

   There should be a direct integration with either LinkedIN or LinkedIN Sales Navigator and RT/CRM

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10. Transparency with Redtail Integrations

    Would like to know what information is actually being shared with integration partners in API.
    Would like to know potential exposure before synching data with a company that we barley know anything about! The more integrations the higher the chance our client PII data can be exposed.

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11. export a shared address to LaserApp

    LaserApp - export a shared address to LaserApp - currently if the spouse or non-head of household is exported to LaserApp and a shared address is populated in the Spouse address it is not exported to LaserApp. If it the Primary Address it should update LaserApp whether it is a shared address or not. If there is an old address in LaserApp it populates the form with the wrong address - VERY BAD.

    3 votes

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12. Pull "Proactive Surveillance" date from LPL ClientWorks

    Redtail should be able to pull LPL's "Proactive Surveillance" dates from ClientWorks into the "Know Your Customer" fields in Redtail.

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13. Orion reports requested in Redtail

    When in a contact's accounts on the Orion tab & a report is needed the contact/account information has to be re-keyed in. It would be a nice time saver if the fields would fill with the contact/account information.

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14. Copy Talk Note in Workflow Outcome

    It would be great if we were able to use Copy Talk directly within Redtail Workflows. I would like to be able to dictate speech within the notes in Redtail outcomes. Each time you select an outcome and have the ability to leave notes, you could use the Copy Talk integration to speak those notes into the workflow.

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15. FIS Relius Integration

    FIS Relius, Matrix and MidAtlantic

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16. mobile assistant link to multiple contacts

    Is Mobile Assistant unable to link the notes dictated to multiple contacts? When speaking to a husband/wife I note both in the dictation but it only shows up on one record and I am having to copy it to the additional record. Waste of time!

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17. Trizic

    Please add Trizic as an integration partner

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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    The 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!

18. OneNote

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

    2 votes

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19. Email Sequencing Workaround for FMG Integration

    I am using FMG suite for email marketing and Redtail CRM for my contacts. Since we are a small RIA, sales force does not make sense for us. I image a lot of Redtail users feel the same. That being said, email sequencing is still important so that we are not sending email communications to people who are not engaging with us (and spamming them).

    It is very helpful to see who clicked on a link in the email in FMG as well as who opened it. As a side note, when someone opts out, it shows up as a click in the email history but that's not the main issue.

    The problem I'm trying to solve is that since FMG does not offer email sequencing, I need a workaround to send the second email in a campaign (only) to the people that opened the first email. In order to do that I need the Client ID number that is associated with each contact in Redtail. Is there any way that Redtail's Client ID can be added to the FMG email history CSV download?

    Please let me know if you need any further clarification. My goal is to be able to use the data from FMG (who opened or clicked the first email) and create a new tag group in Redtail. I would then use that new tag group to send the second email in my campaign and avoid spamming our database. Still not an ideal solution, but a solution nonetheless.

    The only workaround I am able to come up with requires downloading massive spreadsheets of data and way too much precious time. Email sequencing AKA drip campaigns are no longer beneficial if they require hours or work and investigation. I'm not quite sure how a feature like this could be overlooked as it is an industry standard, essential email marketing strategy.

    FMG tells me that there's no way they can obtain the Redtail client ID at this time but they are working on a solution. The only unique identifier in Redtail is the Client ID so I don't know how they can integrate in the first place without that info.

    Any workaround suggestions would be greatly appreciated.

    I am using FMG suite for email marketing and Redtail CRM for my contacts. Since we are a small RIA, sales force does not make sense for us. I image a lot of Redtail users feel the same. That being said, email sequencing is still important so that we are not sending email communications to people who are not engaging with us (and spamming them).

    It is very helpful to see who clicked on a link in the email in FMG as well as who opened it. As a side note, when someone opts out, it shows up as a… more

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20. presults

    Please integrate with Presults

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