Setting up the integration:
Setup is handled within the AdvisorEngine platform.
- Click "Configurations" under your Communicate tab, select "Redtail", enter your Redtail credentials and click "SAVE":
This completes setup of the integration.
After setup, your contact list will be synced from AdvisorEngine to Redtail. Contact data included in this sync includes First and Last Name, Date of Birth, Home and Work Email Addresses and Home and Work Phone Numbers. Updates made to an AdvisorEngine contact record for any of these fields should generate an accompanying update to a Redtail contact record after this initial sync.
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