July 2016
What's new in the CRM?

Multiple Updates to Workflows. Updates include a "Remove Assignee" option in user dropdown menu and numerous enhancements and bug fixes to improve performance/usability
Learn more about Workflows here and here.
 
Multiple updates to Tailwag for Mobile. These include addition of the Account Details page, auto updating of Recently Viewed contacts, visibility of Note comments and Open Opportunities, timestamp for Notes, support for custom Activity Types and more.   Learn more about the Tailwag app here.

Update to CSV Exports. Phone number formatting has been stripped from all of these exports to allow you to format them as you wish in Excel.   Learn more about available Exports here.

Two significant individual report updates in terms of client experience. The Birthday Report now includes contact Nickname to ensure you're including that personal touch with contacts and Custom Exports now include Primary Phone and Primary Email to make sure you are following client wishes in terms of method of contact. The Birthday Report is available in bulk as an Advanced Search Contact Option and you can learn how to set up Custom Exports 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, July 14: Improve Your CRM Quality of Life   Registration  
Thursday, July 21:  Tailwag: Putting the GREAT into Migrate!  Registration
Wednesday, July 27: Best Practice Spotlight: Using Workflows to Stop
      the Madness! - presented by Adam Cmejla 
Registration
Thursday, July 28: Recording and Reporting on History in Your 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!

Denver, CO
Tuesday, August 16, 2016
8:30am - 5:00pm (Mountain Time)
Embassy Suites Denver Downtown
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:

Money Concepts Financial Planning Congress:  July 10-14, Nashville, TN
1st Global Educational Event:  July 11-13, Dallas, TX
Triad Operations and Technology Conference: 
July 18-19, Atlanta, GA
Berthel Fisher Conference
July 20-23, Coralville, IA
T3 Tech Summit:  July 26-27, San Francisco, CA
Cetera Connect Conference:  July 26-29, San Diego, CA
TPN Summer Educational Conference:  July 31 - August 4, Napa Valley, CA
FOLLOW US WHERE YOU WANT:
Redtail Technology  800.206.5030  redtailtechnology.com