In certain cases, where Microsoft accounts are more locked down, you may have issues connecting directly with your Microsoft Teams or Email Account. If you have your CRM calendar connected and not your Microsoft Account you may experience issues connecting Microsoft Teams or Email directly. You can try this by going to Connected Services and […]
GReminders allows you to map the answers your clients submit during scheduling to User Defined Fields (UDF) in Redtail. UDFs are just one of the options you have to map your Custom Questions to but they are very commonly used. (Click here to learn more about this process) GReminders can also sync with your Redtail […]
Embedding a Scheduling or Routing form into your website is easy. For General instructions on how to embed Scheduling pages into your website see our general documentation. If you are a Squarespace user here are basic instructions: First edit a Squarespace page and add a “Block”: Next select the CODE block Edit the Block Then […]
Note: Be careful not to violate any previously signed non-compete agreement before continuing. Once You’ve Made the Move to a New Firm You’ve moved to a new advisory firm that uses Redtail, Wealthbox or Salesforce and you would like to add your clients to your CRM as quickly as possible. GReminders Client Automation will not […]
Redtail Calendar is the Calendar INSIDE the Redtail CRM. Each User of Redtail has a Calendar. It may seem like one calendar, but each person actually has their “Own Calendar”. Outlook is powered by Microsoft and can come in the form of Office 365 Calendar, Microsoft on Premise Exchange (Intermedia / Smarsh Mail, etc…). Using […]
Webflow is an excellent tool for building Web Pages, acts as a CMS (Content Management System) and provides a very nice WYSIWYG interface for designing corporate sites, ecommerce sites, etc… The GReminders Booking widget can be easily embedded into a Webflow page. For example to Schedule a Demo, or Book a Support Call, or Meeting […]
If you are using Microsoft 365 or Office 365 for your Mail/Calendar Infrastructure, and you want to use GReminders, your users will need to connect their O365 Calendar to GReminders. Trust First and foremost, GReminders is built with a Security first approach. Please visit our Security Center and request our Security Whitepaper from your GReminder’s […]
If you are communicating with your prospects or customers via SMS to individuals in the European Union, compliance with the General Data Protection Regulation (GDPR) is essential. The GDPR, effective since May 2018, is designed to safeguard the privacy and personal data of individuals within the EU and the European Economic Area, establishing rules and […]
If you do business with people in multiple timezone please read about Client Timezones or using CRM Contact Matching (use local Zip code) However if you ONLY do business in your own timezone this article is for you. Reminders When sending out reminders always send them in your local timezone (if ALL your customers are […]
