Project Tailwag
Speak
Project Tailwag Release Notes
Getting Started
- Can I Import Seminars from an Excel Spreadsheet into the CRM?
- Can I Import Opportunities from an Excel Spreadsheet into the CRM?
- Can I Import Notes from an Excel Spreadsheet into the CRM?
- Can I Import Activities from an Excel Spreadsheet into the CRM?
- Project Tailwag Quickstart [video]
- Tailwag CRM Overview Demo [video]
Navigation
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 Tailwag?
- Account Management
- Working with Unlinked Accounts in Redtail
Calendar / Activity Management
- How do I link a document to an activity?
- Today — Activities
- Today - Things To Do Today
- Activity Privacy Options
- How do I view all of my past due activities?
- Alerts
Contact Management
- Which data fields are lost when changing a contact record's Type from Individual to Business?
- Personal Profile Form
- Contact Overview — UDFs
- Roles
- I Need To Send A Blast Email. Can I Do That With Redtail?
- How do I change a contact's Type?
Feature Requests
Integrations
- ★ Account Aggregators and Custodians
- ★ Document Storage
- ★ Email Compliance
- ★ Financial Planning tools
- ★ Form-filling software
- ★ Investment Research
Mail Merge
- How do I create custom labels for use with Redtail?
- How do I address a letter to both spouses when running mail merges?
- How do I create and upload a mail merge template for use with Redtail?
- How do I create and upload a mail merge template for use with Redtail using Word for Mac?
- How do I run mail merges in Redtail?
- Mail Merge Fields
Manage Your Account
- A Note on Fonts in Redtail
- Manage Your Account: Email Templates
- Workflows
- Multi Factor Authentication (MFA)
- Manage Your Account: Manage Integrations
- Manage Your Account
Notes
Reports
- ★ Breakdown of Available Standard Reports
- Seminar Sign-in Sheets and Check-in Lists
- Family Report
- Standard Document Reports
- Standard Fiduciary Reports
- Documents by Account Report
Schwab OpenView Gateway
- Schwab OpenView Gateway® Integration Overview
- Configuring Schwab Advisor Center Logins for use with Schwab OpenView Gateway®
- Schwab OpenView Gateway® Enrollment and Opt-in for Daily Persisted Data Feed
- Schwab OpenView Gateway® Persisted Account Data Management
- Schwab OpenView Gateway® Real-time Account Positions Refresh
- How to Create Sets in Schwab PortfolioCenter®
Searching Your Database
- 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?
- Advanced Search Contact Options
Social Media
Sync Your Data
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