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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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3 results found

  1. integrate RedTail CRM Calendar with Redtail hosted email

    Our office uses both RedTail CRM and RedTail Hosted Email. Within the Email side, which uses an Outlook based platform, I am able to add calendar events and send / receive appointment invites. However, this calendar doesn't integrate with the CRM side calendar. This seems like an obvious feature to integrate. If an event is created on the CRM side, it should populate the email side calendar and vice versa. As such we could send / receive invites and have all calendars synced.

    18 votes
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  2. Albridge Feed Missing Company Name and Registration Type

    The data feed into Redtail from Albridge does not map the company name that the account is associated with. Additionally, the registration type is not mapped. We have over 45,000 accounts in our Redtail database and adding this information on a per account basis is unrealistic.

    169 votes
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  3. eMoney Client Tasking

    I would like to use the client tasking feature of eMoney, but I am told by eMoney support that because of my Redtail integration this feature cannot be used. Apparently, Redtail takes over tasks in eMoney and Redtail does not have a category for task assigned to clients. It would be great if this issue was resolved. Please see the link below for description and video of client tasking.

    https://blog.emoneyadvisor.com/product-updates/client-tasks-and-next-steps-released/

    18 votes
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