Integration Name:
Integration Type:
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."
Integration functionality:
You can pull your contact data from Redtail into Smart RIA. Below is the data that you can pull into Smart RIA:
Client information:
First Name
Last Name
DOB
SSN
Address
Email
Phone Number
Redtail ID
Links to family members if different clients
Notes:
Redtail ID
Date created
Note Description
Activities:
Date occurred
Activity Subject and Description
Smart RIA resources:
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