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Release Note Focus: More updates aimed at Reg BI compliance

Category: New Features, Release Notes
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Link documents and multiple accounts to a note

As part of our ongoing efforts to assist advisors with their efforts to comply with Reg BI requirements, we’ve added the ability to link documents to notes within Redtail CRM. Documents can be added to existing notes from their Actions menu:

attach document to existing note

Or, you can upload documents to attach to a note at the time of the note’s creation:

attach documents during note creation

Also to help assist with Reg BI requirements, you can now select more than one account to link to a note. As with linking documents, you can do this from the Actions menu for an existing note or during note creation.

Reporting updates

To coincide with the above updates, we’ve added a Document by Notes Report and updated the Notes by Contact Report to include a column indicating linked documents.

Seminar attendees update

This one isn’t related to Reg BI compliance, but many subscribers have requested the ability to delete multiple attendees at a time from the Manage Attendees page of a Seminar. This bulk capability is now available.

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