June 2016
What's new in the CRM?

The Wonderful World Of Workflows (May 2016 webinar Series). Technically, this isn't something new in the CRM . But, this four-part webinar series saw huge attendance numbers so we wanted to make sure that all of you got the link here to view those at your leisure if you missed the series and need additional assistance with workflows.  View those here.
 
Updates to Completed Activity Notes. Formatting for these entries has been enhanced to improve user experience. Learn more about your clients' Notes area here.

Cities Digital (Laserfiche) now accessible from Document Views area of contact record. If you use this integration, you now have access to that data from within your contact records.  Learn more about the Documents area here.

Updates to UDFs By Contact and UDFs by Account Reports. These reports now offer more filtering options to extend their usefulness. Learn more about these reports here.

Updates to MailChimp integration. For users of the MailChimp integration, you now have access to more than 25 lists when using the Send To function.  Learn more about the MailChimp integration here.

Retriever for Tailwag updated to v1.3.7. Updates include addition of Important Information field in sync from Redtail to Outlook.  Learn more about Retriever for Tailwag here .

And remember, you can always keep track of updates via our Release Notes, available here . 
Upcoming Webinars

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

Thursday, June 9: Reaching Out - All About Labels in Redtail CRM   Registration  
Wednesday, June 15:  Best Practice Spotlight: Win New Clients and Retain Them For Life - Presented by FinaMetrica  Registration
Thursday, June 16: All About Reminders in Redtail CRM  Registration
Thursday, June 23: Keywords vs. UDFs vs. Personal Interests - Niche-ify Your Marketing  Registration
Thursday, June 30: Various Database Roles in Redtail CRM  Registration

Our webinars are free to users. 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!
Redtail Universities

Join our Redtail experts to learn how Redtail CRM can help your office manage your time more effectively and grow your client base!


Boston, MA
Tuesday, June 21, 2016
8:30am - 5:00pm (Eastern Time)
Boston Marriott Cambridge


Chicago, IL
Tuesday, July 19, 2016
8:30am - 5:00pm (Central Time)
Loews Chicago O'Hare
Conferences

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:
 
SSN Discover Conference:  June 5-8, Amelia Island, FL
Concorde Conference:  June 5-8, Detroit, MI
LFS Summer Camp: 
 June 6-8, Manchester, NH
Pershing INSITE: 
 June 7-9, Orlando, FL
Legend's National Conference:  June 8-10, Orlando, FL
Securities America National Conference:  June 10-13, Orlando, FL
ESI National Life Group Conference:  June 12-16, Vail, CO
Cetera Connect Conference:  June 13-15, Scottsdale, AZ
Morningstar Investment Conference:  June 13-15, Chicago, IL
Investacorp National PlanForward Conference:  June 19-22, Orlando, FL
Waddell and Reed Circle Conference:  June 23-26, Phoenix, AZ
Centaurus National Sales Conference:  June 26-30, Huntington Beach, CA
TD Tech Summit:  June 28-29, Frisco, TX
FOLLOW US WHERE YOU WANT:
Redtail Technology  800.206.5030  redtailtechnology.com