Redtail Integration: Notes and Tasks Update

Joseph Pearson Integrations, Product Updates

Driven by user feedback, this update provides more flexibility when using tasks and notes across systems.

It starts with a new option that lets you disable the sync of Redtail tasks and notes with eMoney to separate client-facing notes from internal ones, for a chosen client.

To toggle this feature, simply go to the chosen Client Overview and open the Notes, Tasks and Observations menu. Here you’ll find a new On/Off checkbox for Synchronize Notes and Tasks with Redtail.

Next, when synchronization is turned on, you’ll find a new option to create eMoney tasks for Redtail linked clients.

This update gives you the ability to create a General eMoney Task or assign a task to a Redtail category by using the Category drop-down within the Task creation menu.

Note: Prior to this update, when the Redtail integration was active all tasks were relegated to Redtails tasks.

Questions? Give us a call at 888-362-8482 or send us an email.

Written By

Joseph Pearson is a Client Communications Supervisor with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.