*Fixed: Some users were receiving an error message when attempting to click any of the Contact “Go to. *Fixed: Some users were receiving an error when attempting to print a note from the Notes dashboard. *Fixed: We resolved an issue where those using Internet Explorer 11 as their browser were unable to export/generate standard report PDFs. *Updated: We’ve subtly changed the layout/design of the login and subscription pages within Redtail CRM. *Added: You now have the ability to color code completed workflows and completed workflow tasks on your main Calendar. *Added: When you are viewing Tasks for a Workflow, if you hover your cursor over an individual task you will now see a popup with the task's Description (if applicable). *Added: The Workflow Options accessible to you from a Workflow's actions menu on your main Workflows page as well as from a contact's top level Workflows page are now also accessible from the Details page for an individual workflow process. Workflows - more details on each of the below are available here. *Updated: When attempting to add a new database user with a username that is already in use by another Redtail user, you'll now receive a message stating "Username not available." The previous message left some users confused as to why they couldn't select a particular username. *Updated: The Last Activity Report now includes each activity's Start and End Times in addition to the Completed Date. ![]() Updated documentation on creating your Workflow Templates is available here. A blog post going over the details is available here. *Updated: The process for creating and editing Workflow Templates has been streamlined to reduce clicks and keep everything relevant on one page. Documentation on restoring your Workflow Templates is available here. Now, we’ve introduced this capability within your database, so you can accomplish Workflow Template restoration in a matter of seconds. *Added: Prior to this update, Redtail subscribers had to submit requests through our support team in order to have any deleted Workflow Templates restored to their database. Documentation on these integration updates is available here. Also, Schwab Alerts are now accessible within Redtail. You can now initiate the Digital Account Opening process in Schwab from within Redtail CRM. *Updated: The Schwab Advisor Center® integration has been updated. A blog post with more details is available here. *Added: A “filter events” box has been added to the Redtail Calendar that will allow you to quickly and easily search the subject, description, linked contacts, and location fields for all items on your current view of your Calendar. ![]() *Added: Preferred gender pronouns can now be added in the Basic Information area within Redtail Contact Records. *Added: If you find that you consistently apply the same filters to one of Redtail’s Standard Reports to meet the unique needs of your office, you now have the ability to save those filter options for quicker access to the report data you’re looking for. *Added: If you have the Orion integration enabled within your CRM, Orion Portfolio View is now accessible on your Today page as well as at the client level on individual contact record's Accounts page. Instead we will focus upon providing short descriptions here of Release Notes that are notable in regard to what you see or how you interact with Redtail CRM. ![]() Note: not all CRM Release Notes will be published here, as many updates will not necessarily be "visible" to Redtail subscribers or relevant to how you interact with the UI.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |