Contact: 800-206-5030

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

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

Mon-Fri 6am-3pm
Pacific Time

Release Note Focus: Reminder Actions and New Help Links

Category: Release Notes
Redtail CRM updates banner

Several recent updates to the CRM we wanted to put on your radar:

  1. The Reminders tab you can access from your Today page allows you to view Workflow, Account Renewal, Wedding Anniversary, Account Rider, Birthday, Client Anniversary, and Client Review Reminders. Now, each Reminder that shows up in this area has an Actions menu to its left where you can link an Activity, a Note, or a Workflow to the Reminder directly from this area:
    reminder actions
  2. Links to upcoming Redtail Webinars and to the Redtail Blog are now available under the Help menu in Redtail CRM:
    help menu options
  3. Your Accounts Dashboard now includes a section for Total Held Away assets. Note: the total for this area is calculated independently of your AUM, i.e., Held Away assets are not included in the AUM for your database:
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.