Setting up the integration:
There are several steps that must be completed prior to utilizing the interface.
Before using the interface, you must:
- Have an existing Redtail CRM subscription with a valid username
- Contact Infovisa to enable the Redtail interface.
You must contact your Infovisa account manager prior to using the Redtail interface within MAUI. Once any required agreements are signed, Infovisa provides you with documentation for using the interface and Infovisa will schedule a time to enable the interface for you.
Please contact your Infovisa Account Manager at 704-892-3270 for more information about the integration and pricing.
Once enabled, you are ready to sync your Redtail contacts with MAUI. This process gathers all your Redtail contacts created since January 1, 2000 and compares the contact information to your MAUI name records. Once this initial mapping occurs, the interface reviews recent updates made to existing contacts or new contacts when you choose to sync the information.
What fields are updated?
Once contacts are synced, the interface reviews the following fields for updates from Redtail:
- First Name
- Last Name
- Street Address*
- TIN Type
- Date of Birth
- Daytime Voice phone*
- Cellular phone
- Email address*
*The interface uses entries in the following order: primary, preferred, home.
For more information on the interface, contact Infovisa @ 704-892-3270.
Infovisa MAUI resources:
If you are looking for other Portfolio Management tools, click here!