Helpdesk
Home
Submit a request
Check your existing requests
Forums
Overview
|
Recent
Register for Redtail University today!
»
Redtail University Dallas
(1)
»
Register today to reserve your seat for RTU Dallas on May 22, 2012!
Redtail University Atlanta
(1)
»
Register today to reserve your seat for RTU Atlanta on June 19, 2012!
Training Sessions
»
Upcoming LIVE training sessions
(1)
»
Session Schedule
Previously Recorded Sessions
(2)
»
Recorded Sessions
Tutorials (Great for new users!)
Using Redtail CRM
»
Release Notes
(11)
»
Release Notes — May 7, 2012
Release Notes — April 2, 2012
Release Notes — March 26, 2012
Getting Started
(6)
»
Redtail: A First Steps Guide
Householding Recommendations
Trial Account Recommendations
Navigation
(2)
»
Site Navigation in Redtail
Site Navigation in Redtail CRM [video]
Contact Management
(65)
»
Contact Overview: Common Tasks
Permissioning
An Overview of the Contact Overview
Accounts
(10)
»
Contact Overview Menu: Accounts
Working with Unlinked Accounts in Redtail
Tutorial - Albridge Unlinked Accounts [video]
Calendar/Activity Management
(16)
»
Dashboard: Today's Overview — Reminders
Activity Management
Calendar
Searching Your Database
(13)
»
Advanced Search Result Options
Advanced search in Leapfrog [video]
Tutorial - Editing Database Lists [video]
Manage Your Account
(28)
»
Editing Your Subscription
Manage Your Account: Change Site Preferences
Manage Your Account: Manage Database Lists
Notes
(2)
»
Dashboard: Today's Overview - Recently Added Notes
Working with Notes
Reports
(6)
»
Custom Exporting
Dashboard: Today's Overview — Contacts by Category, Source or Status
Standard Reports
Mail Merge
(8)
»
How to run a Mail Merge in Redtail CRM [video]
How do I create and upload a mail merge template for use with Redtail using Word for Mac?
How do I create and upload a mail merge template for use with Redtail?
Integrations
(41)
»
Advisor Exchange
Aegon TFA
Albridge Solutions
Sync Your Data
(4)
»
What information will Retriever for the Desktop sync to Outlook?
Retriever for the Desktop
Outlook 2010: Program is Trying to Access Information Warning
Windows/Browser-specific Recommendations
(3)
»
How to Flush DNS on a Windows PC.
Performing a Disk Cleanup in Windows
Recommended Internet Explorer settings for Redtail
Feature Requests
(1)
»
Voting for ideas in our Feature Request Forum
Using Redtail IMAGING
»
Document Management
(3)
»
Tutorial - Attaching a Document [video]
Redtail Imaging Overview [video]
File Name right-click options in Imaging
IMAGING settings
(3)
»
What is Project Fetch?
How do I create and apply Personal Indexes in Imaging
Redtail Imaging Overview
Folder Management
(5)
»
Moving folders in Imaging to another Imaging location
Link Folders in Imaging to Contact Records in CRM
What are the Imaging Libraries?
Scan and Upload
(4)
»
Uploading new files to your Unfiled Library
Imaging File Management: Scanning to a Folder
Imaging File Management: Upload to a Folder
Searching Your Documents
(3)
»
How do I search within Imaging?
Imaging File Management: Viewing Log History
How do I see an overview of recently added files in my Imaging account?
Retriever for IMAGING
(2)
»
How can I back up my Imaging Library?
What is Retriever for Imaging and how do I use it
Using Redtail EMAIL
»
Email Setup/Settings
(11)
»
Redtail Email Setup Process
How can I set up email archiving with Redtail if I can't have you host my email domain?
Settings for Redtail-hosted Email
Microsoft Outlook
(7)
»
Outlook 2007 Redtail-hosted Email Setup
Outlook 2007: Creating a PST File
Outlook 2003: Redtail-hosted Email Setup
Email Setup on Mobile Devices
(6)
»
How can I set up ActiveSync on my Android-based smartphone?
How can I set up ActiveSync on my iPhone (or iPad or iTouch)?
Email Setup on Windows (7) Mobile Devices
Mac Mail
(1)
»
Mail (Mac): Redtail-hosted Email Setup
Webmail
(13)
»
Webmail: Importing Contacts/Address Book
Webmail: Creating a Signature
Webmail: Adding External or Secondary Email Accounts
Thunderbird
(1)
»
Thunderbird: Redtail-hosted Email Setup
Email Encryption Options
(1)
»
Using an Email Encryption Service with Redtail-hosted email
Zimbra Connector for Outlook (ZCO)
(3)
»
Zimbra Connector for Outlook (ZCO): Installation and Setup
Why Should I Use the Zimbra Connector for Outlook (ZCO)?
Zimbra Connector for Outlook (ZCO): Setting up Out of Office Assistant
Zimbra Desktop
(2)
»
Zimbra Desktop configured as MAPI account
Zimbra Desktop
Frequently Asked Questions
(14)
»
How do I send Broadcast Emails from within Redtail CRM?
Redtail Email Overview [video]
Email Basics: Archiving
Security
(1)
»
Email Security and Spam Prevention Tips
Google
(2)
»
Migrating Gmail Data (email, calendar and contacts)
Gmail: Redtail Hosted Email Setup
Redtail MOBILE
»
General
(3)
»
Using Redtail Mobile
Where can I learn more about Redtail Mobile?
Using Redtail Mobile [video]
Redtail Classic
»
Sync Your Data
(1)
»
How can I sync Redtail with my iCal program?
Reports
(0)
»
No topics found
Notes
(3)
»
Why do I receive an error message when trying to save a Note?
How do I add a Note to a client record?
How do I access a Client's Notes entered within our database?
Document Management
(2)
»
How can I access a client's CRM Document Storage?
How do I upload documents to CRM Document Storage?
Accounts
(5)
»
How to move accounts between contacts
How do I work with unlinked accounts?
How do I manually add account values?
Manage Your Account
(24)
»
How do I add database users to Redtail?
Manage Your Account: Keywords
Manage Your Account: Investment Objectives
Contact Management
(19)
»
Working with Today's Overview: Top 25 Open Opportunities
Database Recommendations for Deceased Clients
What if I have duplicate records that I can't delete or combine?
Calendar/Activity Management
(4)
»
How do I work with different calendar views in Redtail?
Working with Today's Overview: Calendar
How do I assign activities to other database users?
Mail Merge
(5)
»
How to create a mail merge template
How to address a letter to both spouses
How do I run mail merges in Redtail?
Searching Your Database
(4)
»
How do I view all of my contacts?
How do I use Advanced Search?
How do I establish Quicklists in Redtail?
Navigation
(5)
»
Working with Today's Overview: Quicklists and Client by Status
Working with Today's Overview: Dashboard
Working with Today's Overview: Recent Database Activity
Integrations
(4)
»
eMoney
MoneyGuidePro
MarketingLibrary
