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.

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  1. default accounts tab with orion

    When clicking on the account tab with the Orion integration can it be that we choose which account view we want - Orion or Redtail?

    3 votes
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  2. My Rep Chat Note Categories

    Currently MyRepChat integration notes import with no category, making it impossible to pull any kind of report on these from the client level. The integration should either autofill the category to the default Redtail note category, or include a feature allowing the user to select a note category for MyRepChat integration.

    3 votes
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  3. 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…

    1 vote
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  4. Ring central

    It would be great to have an integration so that when my Ringcentral line rings with a client's number (it would have to be the one in Redtail obviously) their account information would pop up, rather than having to search for them.

    8 votes
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  5. Google Workspace

    There should be an integration with Google Calendar and it's free online applications that compete with MS/Office

    3 votes
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  6. LinkedIN sales navigator

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

    3 votes
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  7. Pulse 360 Single Sign On

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

    3 votes
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  8. Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    6 votes
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  9. Add Income Solver integration

    Please add integration to Income Solver by Retiree Inc

    3 votes
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  10. Allow Zapier Access to All Fields in RT, Including UDFs

    Add access to all fields available in RT, including UDFs, to Zapier. The fields currently available to Zapier are only a small subset (currently 18 fields for a contact).

    3 votes
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  11. supernote

    Would love to have a Supernote Integration!

    1 vote
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  12. Office 365 Integration - Improvements

    Please integrate O365 fully, including email with attachments

    6 votes
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  13. 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
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  14. 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.

    6 votes
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  15. Morningstar Workstation Single Sign-on

    Morningstar Workstation Single Sign-on

    3 votes
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  16. Morningstar Advisor Workstation Single Sign-on

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

    3 votes
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  17. rightcapital

    Is it possible to integrate with RightCapital?

    3 votes
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  18. RightCapital

    I'd really like to see a RightCapital integration. Thanks!

    1 vote
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  19. 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
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  20. 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
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