CRM
Getting Started
- ★ Product Overview - CRM (video)
- ★ 30-minute Quickstart! (video)
- List of allowed filetypes on CRM Document Storage
- Trial Account Recommendations
- Live in Five Playlist - A Guide for New Users
- Redtail: A First Steps Guide
LPL ClientWorks Integration
CRM Release Notes
Navigation
How To Handle...
- ★ Redtail Sample Templates
- ★ Style Guide
- 401k Clients & Accounts
- Calendar Syncing
- Canceled Appointments
- Client Death
Accounts
- ★ Account Management
- Unlinking / Relinking Accounts
- How do I move an account from one contact record to another?
- How do I manually add account values in Redtail?
- How do I locate a missing account in Redtail?
- How do I manually add an account to a contact record in Redtail?
Calendar / Activity Management
- Filtering your calendar
- Reassigning Activities for Disabled Users
- Retriever for Tailwag VS Retriever Cloud
- Sample Activity Templates
- Timeline Events
- How do I link a document to an activity?
Contact Management
- ★ Add Contact Records to your database
- How to Update via Excel and FAQ's
- Contact Overview: Primary VS. Preferred
- Contact Favorites
- Contact Overview — UDFs
- Personal Profile Form
Email History
Feature Requests
Integration Partners
- ★ Advisor Tools
- ★ Compliance Tools
- ★ Document Storage
- ★ Email Compliance
- ★ Financial Planning tools
- ★ Form-filling software
Mail Merge
- Sample Mail Merge Name Tag Templates
- Sample Mail Merge Card Templates
- Sample Mail Merge Letter Templates
- Sample Mail Merge Envelope Templates
- How do I create custom labels for use with Redtail?
- How do I address a letter to both spouses when running mail merges?
Manage Your Account
- ★ Manage Your Account
- Database Ownership FAQ
- Broadcast Email Fields
- Adding Hyperlinks to your Workflows, Notes, or Activities
- Can I Add Additional Account Asset Types To My Database?
- Can I Add Additional Account Tax Qualified Types To My Database?
Notes
Reports
- ★ Save your Standard Report Filters for repeated use
- ★ Favorite Reports
- ★ Standard Opportunity Reports
- ★ Standard Document Reports
- ★ Standard Fiduciary Reports
- ★ Breakdown of Available Standard Reports
Schwab Advisor Center®
- Schwab Advisor Center Digital Account Opening
- Schwab Advisor Center® Account Feed
- Configuring Schwab Advisor Center Logins for use with Schwab OpenView Gateway®
- Schwab Advisor Center® Enrollment and Opt-in for Daily Persisted Data Feed
- Schwab Advisor Center® Persisted Account Data Management
- Schwab Advisor Center® Real-time Account Positions Refresh
Searching Your Database
- Advanced Search: AND vs OR
- Some Popular Database Searches and How to Set Them Up
- How do I clone a Quicklist?
- Select All Contacts (for Bulk Contact Options on Advanced Search page)
- Contacts A-Z
- How do I set up Tag Groups in Redtail?
Sync Your Data
- ★ Retriever Cloud for Google
- ★ Retriever Cloud for Microsoft Exchange users
- ★ Retriever Cloud for Office 365
- How to Sync Redtail and Calendly using Retriever for Tailwag and the Calendly-Outlook Plug-in
- Retriever Cloud FAQ for Google
- How to use the Retriever Cloud - Google connection to sync between Redtail and Calendly
Windows / Browser-specific Recommendations
- Recommended Internet Explorer settings for Redtail
- Performing a Disk Cleanup in Windows
- How to Flush DNS on a Windows PC
- Performing a Trace Route
- Clear Firefox cache and Delete cookies from Firefox
- Clear cache and other browser data (including cookies) in Google Chrome
Workflows
- Restore Deleted Workflow Templates
- Today - Workflow Tasks to do today
- Sample Automation Templates
- Sample Workflow Templates
- Workflows
- How do I set up Workflow Processes in Redtail?