Setting up the integration:
- Make sure Panoramix is enabled on your Manage Integrations page.
- Select Panoramix from your Integrations menu and click Single Sign-On:
- You'll then see the below:
- Enter your Panoramix User name and Password and click Log On.
- This establishes the integration between your Redtail CRM and your Panoramix account.
Link Redtail contacts to existing contacts within Panoramix to quickly access a large number of available Panoramix reports. To do so:
- While within a contact record in Redtail, select Panoramix from your Integrations menu.
- On the resulting modal, select "View Client Reports":
- If Panoramix finds a client with a matching name in their database, you'll see something similar to the below:
- Click the client's name (where the arrow points in the image above).
- You'll then see available reports within Panoramix:
- Click the report you'd like to view/download.
Click here to return to the list of Financial Planning tools.