Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4

Redtail CRM Calendar and Activity Management Resources

Category: Resources
Redtail Resources graphic

The Redtail Calendar allows you to stay on top of the schedules of everyone in your office. With customizable views and color coding for activity types, you’re able to set up default views for your calendar; you can also override those default views easily when a different view is necessary. Additionally, you can sync your Redtail Calendar to other popular platforms as well as access it via your mobile devices.

Because your Calendar is so important to the success of your business, we have a significant amount of documentation and video help at your disposal 24-7. We’re including links to all of that here, along with a brief description where necessary of what you’ll find at each link.

Additionally, following these links we offer a FAQ for Redtail Activity Management. Initially, we are seeding this with a handful of the most common questions our Redtail Support team receives about activities and the calendar, but we will continue to add to this FAQ over time.

We hope this resource on Activity Management in Redtail will prove useful to you in your efforts to stay on top of your Calendar.

Documentation Links

Documentation Links

The Basics

ReportsReports

Templates

Sample Templates and “How to Handle” scenarios we’ve put together that make use of Redtail activities

  • Sample Activity Templates – You can use any of the sample activity templates we provide here as a starting point for building your own activity templates!
  • How to Handle Canceled Appointments – It happens too often; your office takes the time to schedule a client appointment just to have them cancel or not show up. Rather than deleting the activity or adjusting the activity for the new or rescheduled meeting, we recommend tracking those cancellations. By using a cancellation process, offices can see where the issues may be coming from. Is it your process or do you have a few frequent offenders?
  • How to Handle Client Reviews  – Redtail can help you execute client reviews efficiently and consistently. Use this playlist on tools and concepts to guide you to a better understanding of how to tackle them in your office! Note that this is just one common way to manage client reviews within Redtail; many offices adapt the process to their own preferences by using a different variation of features.
  • How to Handle Client Onboarding – Congratulations! You’ve just added a new client to your book of business. There is a lot to be done to get your client up and going with your practice. Redtail provides a number of tools to make this transition as efficient as possible.
  • How to Handle Scheduling Appointments – Client reviews aren’t the only time that your office meets with clients. In fact, depending on your sales process, there can be many different types of appointments that are held with prospective clients or clients. Consistently inputting activity information directly results in reporting capabilities.
  • How to Handle Regulation Best Interest (Reg BI) – With the rollout of Regulation Best Interest (or “Reg BI”), it may feel overwhelming navigating through all of the new requirements. As with any situation that involves compliance or auditing, it’s always best to have a process in place. Knowing where to start and what is available to assist in tracking information is always a tricky part of such processes. Redtail has some general recommendations involving new and existing CRM tools for storing your client communication regarding Reg BI.
  • How to Handle a Style Guide – In an advisory business, numerous processes are happening at the same time. With multiple people, tasks, steps, and other items all ongoing at once, it is important for everyone to be on the same page. This is especially important in offices experiencing growth or employee departure, and in offices where employees may “wear many hats”. Building a style guide will get everyone on the same page when it comes to segmenting contacts within the CRM. Redtail recommends starting outside the CRM to find labels and pieces of information that are important to your office so the data can be input with a purpose. Creating a contact and effectively labeling them will allow for later reporting and searching.
  • How to Handle Client Events – Part of the client experience includes providing world-class events for your exclusive clientele. Redtail CRM tracks events from start to finish, keeping all information about leads, prospects, and clients in one central hub.
  • How to Handle Employee Departure – Employee departures may be either incredibly frustrating or for the best. Either way, these are the steps you’ll need to take to remove your ex-employee’s access to the CRM and reassign their responsibilities.

Webinars

Video / Recorded Webinar Links

  • Redtail Essentials: Activities [35:24] – Scheduling errors are a common mistake that can negatively affect your clients’ experiences. That’s why it’s important that your office take advantage of tracking those to-dos as Activities. By using Activities, you can easily stay on top of your Calendar while also allowing other staff members to see your schedule at a glance.
  • Redtail Essentials: Calendar [26:44] – Do you wish your office was more focused on task collaboration? Do you find that tasks are getting skipped or that appointments are being missed? It could be that you don’t have a central location for all staff to check. That’s why it’s important that your office use a calendar that allows everyone to see quickly what others in the office have scheduled as well as giving them the ability to assign calendar items to others.
  • Redtail Essentials: Retriever Cloud With Office 365 [29:12] – Retriever Cloud is a feature within Redtail CRM which offers true two-way syncing of contacts and activities between Redtail CRM and Office 365. This webinar will show you how you can set up and begin using Retriever Cloud to eliminate redundant data entry and/or scheduling between these two platforms.
  • Redtail Essentials: Retriever Cloud With Google [28:18] – Retriever Cloud is a feature within Redtail CRM that offers true two-way syncing of contacts and activities between Redtail and Google. Join us for this webinar session where we’ll show you how you can set up and begin using Retriever Cloud to eliminate redundant data entry and/or scheduling between these two platforms.
  • Calendar Syncing Series – Part 1 [40:53] – We often hear advisors say their lives are run through their calendars, and, because Redtail is designed to be the beating heart of your business, that makes the Redtail calendar an integral tool in your day-to-day operations. The modern advisor, however, may need access to that calendar across a variety of platforms, depending on their purpose. For Part 1 of our two-part series, we focus on the different ways Redtail has made it possible to sync your calendar, be it to your desktop Outlook, Outlook 365, your Google Calendar, etc.! We’ll also focus on a number of unique benefits that come with using each method and which syncing abilities might best fit your office.
  • Calendar Syncing Series – Part 2 [42:55] – For Part 2 of our two-part series, we shifted our focus toward many of the independent scheduling tools that exist outside of Redtail, as well the different ways you can use them to better provide accurate availability to your clients.
  • Syncing Your Data With Redtail CRM [21:21] – Join us as we cover how you can go about syncing your contacts and calendar information between Redtail CRM and other products, including Outlook, Office 365, Google, and other integrations.

FAQFAQ

As mentioned above, the initial version of this FAQ will only include the most common questions we receive about Activities and Calendar Management, as reported by members of our Support Team. That said, we’ll expand on the number of questions here over time.

Can I color code Activities on the Calendar by advisor or database user rather than by Activity Type?
At this time, colors can only be assigned to Activity Types. That said, we can recommend a workaround that will allow you to color code by database user. To do so, create individual Activity Types for each user and then you would be able to color code those as you would like.For example, let’s say you have two advisors, Margaret Atwood and Jonathan Lethem, and you’d like to color code their individual appointments, phone calls, and client reviews specific colors. To do so, you would:

Add the following new Activity Types:

Appointment – Margaret Atwood

Appointment – Jonathan Lethem

Phone Call – Margaret Atwood

Phone Call – Jonathan Lethem

Client Review – Margaret Atwood

Client Review- Jonathan Lethem

For more information on adding new Activity Types, see this help documentation.

Then, go to your Calendar, click the Actions menu, and select Change Colors. You can then designate the colors you’d like for each of these six new Activity Types.

Details on how to change Activity Type colors are available in this help documentation.

After establishing these new Activity Types and assigning them a color, going forward you would just need to make sure that everyone using your database knows the appropriate Activity Type to select for each of these.

What is the best way to print Activities in order that all or most of the information associated with the Activity will be included?
You have several options here. First, if you want to print an individual activity for a contact, you can do so from the Activities and Notes area of their Contact Overview. Just click the Actions button for the activity and select Print:print activity
If you would like to print multiple activities, you can do so from the Activities by Contact report. To access the Activities by Contact Report, click the Reports option from your left menu bar to see all of the available standard reports within your database. On the resulting page, your Activities by Contact Report is accessible within the Activity Reports section. After clicking Activities By Contact, your report will open. From there, you can use the Filter button to narrow down your search to the activities you want to print. Then, click the “export” button to download the activities in csv format (which you can print) or the “pdf” button to download a pdf file suitable for printing.

How do I set up a recurring activity to repeat on a quarterly basis?
To demonstrate, let’s say you want to set up a repeating activity that occurs quarterly on the 16th of the months in which it repeats. And, let’s say that begins on October 16th. The below example displays the setup for this:day 16
The important fields in our example in regard to establishing the activity’s recurrence are:
Start Date: in this case, 10/16/2020
Recurrence: Custom
Repeat every: 3
Unit of measurement: month(s)
Repeat Ends: never
Repeat on: Monthly on day 16

You have multiple options to select from in each of these fields, but that’s a quick look at setting up an activity that repeats on a quarterly basis. You can see a lot more detail on your options for setting up repeating activities here.

Our Support Team is always happy to help you troubleshoot this or any other questions you may have about your activities or calendar.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.