January 2014
 
 
Looking for ways to differentiate your business in 2014?   Our latest Best Practices piece is part one in a series that will cover different ways you can use Redtail solutions to help set your business apart from your competitors. Read it here
 
Added option to print your Calendar with color-coding When printing your Redtail Calendar, you can now elect to Show Background Color and include color-coding in printed version. More Info on Calendar Options


Switch Database Option added for Imaging
If you have access to multiple Imaging databases, we've introduced a Switch Database option to allow you to move between them easily. This option is accessible by clicking on your name in the upper right corner of your Imaging Database.   Learn more about Imaging Site Navigation 

Additional Details When Viewing Folder or Image History
We've added "Created By" and "Uploaded By" names when you're viewing Details for an Image or a Folder to make this information more readily accessible, as well as a direct link to the Folder itself.   Learn more about Folder and/or Image Log Details 

Redesign of Upload Image Page
We've made updates to this page to make it cleaner and easier to use (and added a delete option for individual images within the Upload queue).   Learn more about Uploading Images 

Add Personal Indexes to Folders
Previously, personal indexes could only be applied to Images. You can now apply them to both Images and Folders.   Learn more about Managing and Searching Personal Indexes 

Find / Add Missing Indexes
You can now with one click find all of your Images that have no associated Personal Indexes and then add Indexes easily from that results page.    Learn more 
Redtail Overview Demos - every Tuesday at 11:00 AM Pacific  
30 Minute Quick Starts - every Wednesday at 11:00 AM Pacific 

January Topical Webinars - Thursdays at 11 AM Pacific (note we do have a Tuesday, 10 am Pacific webinar on the 14th this month):     
Calendar Management
Webinar ID: 638-432-969
 
The Elephant in the room - Use mobile dictation to "tame" meeting notes in CRM 
 Webinar ID: 773-090-897
 
Keywords vs. UDFs vs. Personal Interests  
Webinar ID: 925-448-809
 
Various Database Roles 
Webinar ID: 251-511-369
 
Tips and Tricks  
Webinar ID: 774-343-993
 
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!
 
 
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
NPH Investment
Advisory Conference
NPH
January 13-15, 2014
Phoenix, AZ
H Beck
H Beck
January 14, 2014
Long Beach, CA
AICPA Personal
Financial Planner
AICPA
January 20-22, 2014
Las Vegas, NV
Cetera
Cetera
January 21-23, 2014
New Orleans, LA
Financial Services
Institute One Voice 
FSI
January 27-29, 2014
Washington, DC
TD Ameritrade
National Conference 
TD Ameritrade
January 29-31, 2014
Orlando, FL

Assisting advisors to work where they want since 2003

Redtail Technology
800.206.5030
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