March 2015


	Tailwag Release Notes Now Available If you want to keep up with new features as they are added and other notable items in regard to what you see or how you interact with Tailwag, you can now view regularly updated Release Notes for Project Tailwag here.

Smarsh Sites:

Website

Support

Contact

Blog

Smarsh Sites, using Redtail's open API, has built out an integration that will allow our mutual customers to implement a form/widget that will send contact data from your website into Redtail CRM. You can read more about configuring this integration with Smarsh Sites on their website here.

Redtail Overview Demos - every Tuesday at 11:00am Pacific
30 Minute Quick Starts - every Wednesday at 11:00am Pacific

Redtail Introduces: Project Tailwag - every Monday at 11:00am Pacific

Topical Webinars:

	*Automations - Presented in Project Tailwag* Registration Web Link
	*Keywords vs. UDFs - Presented in Project Tailwag* Registration Web Link
	How to Construct Effective Workflows and Procedures That Everyone Will Use (Presented by Deborah Fox, Fox Financial Planning Network) Registration Web Link
	How to Leverage the Redtail Tailwag Workflow Engine to Get Organized, Work More Efficiently & Track Firm Activity (Presented by Deborah Fox, Fox Financial Planning Network) Registration Web Link
	Reporting - Presented in Project Tailwag Registration Web Link
	*The Calendar, Activities, and Retriever - Presented in Project Tailwag* Registration Web Link

You can see the full schedule for upcoming webinars here or use our Social links at the bottom of this newsletter to follow us for updates!

This year we'll cover daily usage and best practices within Project Tailwag, the shiny new model of Redtail CRM, highlighting all of the new tools and functionalities at your disposal. Join our Redtail experts to learn to manage your time more effectively and grow your client base!
	Redtail University - Portland, OR Tuesday, March 24, 2015 8:00 AM - 5:00 PM (Pacific Time) Sheraton Portland Airport Hotel Register Now

Representatives from Redtail Technology spend a lot of time on the road at both Broker Dealer Conferences and other industry events. Below is a list of those at which Redtail will be in attendance in the coming month:

CONFERENCE	BD/ PARTNER	DATE	LOCATION

Lincoln Premier Partners Conference	Lincoln	March 2-4	Las Vegas, NV

MidAmerica	Mid- America	March 4-6	New Orleans, LA

Cetera PCD Meeting	Cetera	March 11-13	Dallas, TX

ICA National Conference	NPH	March 11-15	San Antonio, TX

Tech Leaders Conference	Tech- Leaders	March 23-25	Dallas/ Irving, TX

Assisting advisors to work where they want since 2003

We'd love to hear from you today!

Redtail Technology

800.206.5030

[email protected]

Follow us where you want: