What's new(s)letter










Additional fields now available on Add Individual Contact Record screen  Those fields are Spouse Job Title, Spouse Employer, Gender and Marital Status.

Edit Family Accounts from Family Head Record When on a Family Head's Accounts page, you can now right-click Family Accounts to edit their information when necessary without leaving Family Head record.

Password updates now require entering current password As an extra security precaution to protect your data, we've implemented this requirement.  If you've forgotten your password, you can still change your password via a link sent to the email address associated with your Redtail username.



Redtail U is back for 2013, new and improved to meet the challenges of the busy advisory office. We are returning to the two-track format (Office Staff and Advisor) in order to maximize the time you spend with us. Instruction this year will focus on how advisors and their staff can use Redtail in their day-to-day work life, with a significant portion of the day also set aside for Case Studies, Round Table Discussions and Tips and Tricks of the CRM.

Redtail University - Chicago, IL 

Tuesday, August 13,  2013
8:00 AM - 5:00 PM (CST)

  

Redtail University - Boston, MA 

Tuesday, September 10,  2013
8:00 AM - 5:00 PM (EST)

  

Redtail University - St. Louis, MO 

Tuesday, October 15,  2013
8:00 AM - 5:00 PM (CST)

  

Upcoming Webinars
We offer regularly scheduled Redtail Overview Demos every Tuesday Redtail Webinar Iconat 11:00 AM PST and regularly scheduled 30 Minute Quick Starts every Wednesday at 11:00 AM PST.  You can see the full schedule for upcoming webinars here.  Each month we also host specialized webinars on various Redtail topics.  Below are the ones currently on the books for the month of August 2013, but bear in mind that more may be added as the month progresses, so be sure to check the schedule or to follow us on Facebook, Google+ or Twitter for upcoming webinar announcements.
Thursday, August 8, 2013 11:00 AM - 12:00 PM PST:  Reporting
Webinar ID: 406-474-832
 
Thursday, August 15, 2013 11:00 AM - 12:00 PM PST:  Family & Membership Management
Webinar ID: 799-831-520

Thursday, August 22, 2013 11:00 AM - 12:00 PM PST:  
Notes
Webinar ID: 832-641-544
 
Thursday, August 29, 2013 11:00 AM - 12:00 PM PST: 
Overview of Available Integrations 
Webinar ID: 180-373-009

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

Concorde Investment
Services
Concorde
August 7-8, 2013
Irvine, CA

VSR Conference
VSR
August 7-9, 2013
Overland Park, KS

First Allied
First Allied
August 7-11, 2013
San Diego, CA

SII National
Conference
SII
August 14-16, 2013
Las Vegas, NV

Concorde Investment
Services
Concorde
August 20-21, 2013
Troy, MI

Fidelity Inside Track
Fidelity
August 20-21, 2013
Dana Point, CA

Laser App
Laser App
August 21-23, 2013
San Diego, CA

Cetera Regional
Cetera
August 29-30, 2013
Denver, CO

Assisting advisors to work where they want since 2003

Redtail Technology
800.206.5030
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