Setting up the integration:
Log in to your Smart RIA account. Click the circle with your initials in the upper right corner and click Settings:
On the resulting page, click "Edit Redtail Settings":
Then, enter your Redtail credentials:
After entering your credentials, you should see a modal similar to the below (but populated with your Redtail CRM Contact Statuses for selection):
Place checks next to the Statuses of those contacts you'd like to pull into your Smart RIA account and click "Save Redtail Settings."
You can pull your contact data from Redtail into Smart RIA. Below is the data that you can pull into Smart RIA:
Links to family members if different clients
Activity Subject and Description
Smart RIA resources:
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