Contact:
800-206-5030
support@redtailtechnology.com
sales@redtailtechnology.com
Business Hours
Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
Products
CRM
Product Overview
Features
Pricing
Redtail Campaigns
Product Overview
Features
Pricing
Imaging
Product Overview
Features
Pricing
Email
Product Overview
Features
Pricing
Speak
Product Overview
Features
Pricing
Support
Resources
Support
Welcome Team
Knowledge Base / Helpdesk
Upcoming Conferences
Training
Redtail University LIVE
Orion Advisor Academy
Need Training?
Partner Spotlight
Webinar Schedule
Best Practices Guide
Integrations
Partners
API
API Terms of Use
Company
About Us
Our Story
Careers
Customer Spotlight
Advisor Hero
Redtail’s Best Paw Forward Photo Challenge
News
Blog
Press Releases
Newsletter
Contact Us
Login
Free Trial
Redtail Technology
>
News
>
New Features
24
Jan
2023
Release Note Focus: Reminders are now accessible in Redtail Mobile!
Category: New Features, Release Notes
You can now access and view your CRM Reminders when using the Redtail app, as well as completing Workflows Tasks from those Reminders.
29
Apr
2022
Release Note Focus: Saved Report Filters are now available in Redtail CRM!
Category: New Features, Release Notes
You can now save your Standard Report Filters as Saved Filters for repeated use within Redtail CRM.
24
Mar
2022
Release Note Focus: note templates and follow-up activities now available in Redtail Mobile!
Category: New Features, Release Notes
You can now select note templates and create follow-up activities during note creation when using the Redtail app.
12
Feb
2021
Release Note Focus: Workflow updates for Action menus and more
Category: New Features, Release Notes
Workflow action menus now accessible in more places, task descriptions are available via hover, and new calendar color coding options are present.
24
Nov
2020
Release Note Focus: private activities can now be created from Redtail Mobile!
Category: New Features, Release Notes
You can now create/set privacy options for activities from the app. Also, style options for Note, Workflow, Opportunity, and Activity description text now available.
21
Sep
2020
Release Note Focus: Workflows and Contact Favorites added to Redtail Mobile!
Category: New Features, Release Notes
You can now access, edit, and/or complete your Workflow Tasks in Redtail Mobile. We've also added contact favorite visibility in the app.
07
Aug
2020
Release Note Focus: Favorite Reports? Check! And that’s just the beginning of this week’s updates!
Category: New Features, Release Notes
Redtail CRM has added the ability to mark reports as favorites, plus local time zones for contacts, new custom export fields, and more!
06
Aug
2020
Release Note Focus: Two highly requested Redtail mobile updates just released!
Category: New Features, Release Notes
We're excited to announce that contact photo uploads and repeating activity creation and editing are now available within Redtail's mobile app!
23
Jul
2020
Release Note Focus: Two new bulk actions available!
Category: New Features, Release Notes
Redtail CRM has added the ability to make bulk changes to Form CRS Dates. Also, users can now remove role assignments in bulk.
14
Jul
2020
Release Note Focus: More updates aimed at Reg BI compliance
Category: New Features, Release Notes
Redtail CRM has new updates centered around Note, Document, and Account linkage to assist further with Reg BI compliance.
1
2
NEXT
Recent Posts
Orion Podcasts – September 2023
New integration with Financial Seminar Services!
Redtail’s Best Paw Forward Photo Challenge August 2023 winner
New integration with RingCentral!
New integration with Wealth.com!
Categories
Advisor Hero
Animal Foster Care
Awards/Recognition
Best Practices
Charity
Culture
FinTech Industry
Integrations
Marketing
Monthly Newsletter
New Features
Press Release
Redtail University
Release Notes
Resources
Survey
Training
NEWSLETTER
Interested in joining our mailing list(s)?
Join Today
Tags
advisor tools
AI
asset map
award
Best Paw Forward Photo Challenge
best practices
brian mclaughlin
calendar
client experience
client relationships
communication
COVID-19
CRM
culture
customization
David Mehlhorn
dog
financial planning
fintech
form-filling software
insurance
integrations
Manage your CRM
marketing
marketing tools
mobile
newsletter
Orion
Orion Advisor Technology
Practice Management Takeover
preferences
Redtail CRM
redtail speak
release notes
remote work
RIA in a Box
rick williamson
riskalyze
strategy
survey
tech stack
texting
webinars
work-from-home
workflows