{"id":11442,"date":"2026-05-04T16:01:58","date_gmt":"2026-05-04T16:01:58","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=11442"},"modified":"2026-05-04T16:02:00","modified_gmt":"2026-05-04T16:02:00","slug":"greminders-april-recap","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/greminders-april-recap\/","title":{"rendered":"GReminders April Recap"},"content":{"rendered":"\n<p>April was a full month &#8211; packed with over 12 new releases, five conferences across the country, and the close of our Best Practices Webinar Series. Here\u2019s everything we shipped and everywhere we showed up:<\/p>\n\n\n\n<p><strong>What\u2019s New in April<\/strong><\/p>\n\n\n\n<p>This month\u2019s biggest releases gave you more flexibility in how you reach clients, more control over your automations, and stronger tools for compliance and team management.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.greminders.com\/articles\/join-ai-notetaker-to-your-existing-phone-calls\/\">AI Notetaker Can Now Call You if You\u2019re Behind an Extension<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greminders.com\/articles\/login-as-your-users\/\">&#8220;Login as&#8221; permission can now be granted independent of Global Admin permissions if desired.<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greminders.com\/articles\/allowing-clients-to-opt-out-skip-meetings-with-bulk-send\/\">Allow Clients to SKIP Requested Meeting via Bulk Sends<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greminders.com\/articles\/data-retention-options\/\">Enhanced Compliance Features for RIAs<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greminders.com\/articles\/automating-client-bookings-with-client-review-dates-in-redtail\/\">Leverage Client Review Dates within Redtail for Client Notifications<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greminders.com\/articles\/ai-knowledge-feature\/\">NEW Article on AI Knowledge<\/a><strong>!<\/strong><\/li>\n<\/ul>\n\n\n\n<p><strong>Additional Releases This Month<\/strong><\/p>\n\n\n\n<p>Beyond the headliners, April brought a full slate of improvements across the platform:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cAsk Anything\u201d Help Module in the Desktop App<\/li>\n\n\n\n<li>Limit certain event types or categories per week<\/li>\n\n\n\n<li>Activity types are now editable when writing tasks back to Redtail\u00a0<\/li>\n\n\n\n<li>Enhanced Android Mobile App\u00a0<\/li>\n\n\n\n<li>AI Notetaker can now dial out for call merging\u00a0<\/li>\n\n\n\n<li>Friendlier timezone selection<\/li>\n\n\n\n<li>You can now CC Spouses\/Partners on Review Automation for Wealthbox &amp; Redtail<\/li>\n<\/ul>\n\n\n\n<p><strong>IN THE COMMUNITY<\/strong><\/p>\n\n\n\n<p>April had our team out in force, connecting with advisors, partners, and industry leaders across the country. Here\u2019s where we showed up:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>RIA Edge Nashville<\/li>\n\n\n\n<li>Beacon Strategies RIA Roundtable<\/li>\n\n\n\n<li>Redtail University Atlanta<\/li>\n\n\n\n<li>Osaic NXT<\/li>\n\n\n\n<li>Beacon Strategies Innovators Roundtable<\/li>\n<\/ul>\n\n\n\n<p>We also concluded our Best Practices Webinar Series this month. All four sessions are now available on-demand &#8211; whether you missed a session or want to revisit the strategies, the replays are ready for you:<a href=\"https:\/\/www.youtube.com\/playlist?list=PLXYMVOXj4mRdoEyo5BuBT29oNGrGZdgBY\"> GReminders Best Practices Webinar Series<\/a><\/p>\n\n\n\n<p>We\u2019re looking forward to a May filled with more releases, more connections, and more automation working harder for your practice.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>April was a full month &#8211; packed with over 12 new releases, five conferences across the country, and the close of our Best Practices Webinar Series. Here\u2019s everything we shipped and everywhere we showed up: What\u2019s New in April This month\u2019s biggest releases gave you more flexibility in how you reach clients, more control over [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":11443,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-11442","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GReminders April Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/greminders-april-recap\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GReminders April Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"April was a full month &#8211; packed with over 12 new releases, five conferences across the country, and the close of our Best Practices Webinar Series. 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