Redtail and Automation · RIA Operators

Redtail and Automation

Our office just made the decision to move to Redtail from smart office. I am currently writing out my processes from our old system to help plan and implement when we get into the new system.

While I am going to do my best to start exploring into Redtail I was hoping some long term users could let me know some automation features they use often or something that you just find helpful in the system. I'd appreciate any insight and I'm happy to share some of our processes if it helps you think of any useful tidbits for our office but any advice you can offer would be great, thank you.

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