GoTo Connect's customized integration with Redtail Technology offers wealth management firms a unified client care and communications solution that creates efficiencies and mitigates fiduciary responsibilities.
Using Redtail's API, GoTo Connect's integration offers:
· Simplified Onboarding – Our Redtail integration features an easy to use set up process designed to connect GoTo Connect with minimal hassle.
· Screen Pop - Customer information and note history automatically Pop Up with incoming and out-going calls.
· Automated Call Logs – Incoming and outgoing calls are automatically logged in your notes section of your clients contact page. You can also view you call history in GoTo Connect.
· Log Phone Notes and Call Activities – Make notes during your calls that are automatically added to your Redtail client records. You can categorize and set “priority” to call communications.
· Contact Search – Sync and search your Redtail contacts in GoTo Connect.
· New Contact Creation – Create a contact in GoToConnect and have it syn with Redtail.
· Click-To-Dial – Click on any number within Redtail and have GoToConnect dial it for you.
· Launch Account – Directly access a client’s account by launching Redtail from GoToConnect.
· Daily Summary – See daily call summaries within Redtail including completed/missed calls and call duration.
· Automatic Updates – All updates and fixes are installed automatically when you launch the app.
How To Install
Integrate your phone system with Redtail. Each time you make or receive calls, GoTo Connect Integrations automatically looks for any customers that match the caller ID and logs the call with options to add a contact, view last notes, and add new call notes or activities.
Download and install GoTo Connect Integrations for your operating system:
Note:: If you are upgrading to the new version, call history will not transfer. Before upgrading, you may want to make your own record of calls and add call notes or activities from your call history.
- Open GoTo Connect Redtail Integration and then click Sign in to log in with your GoTo Connect credentials.
- Click Link Account to launch the Integrations Dashboard.
- In the new window, enter your Redtail Usernameand Password and then click Link Accounts.
Note:: If you change your Redtail password or update the Jive Integrations app, unlink your account and then link the accounts again.
- Click in the left sidebar and then choose your Line.
What to do next: When you initiate a call from the app, it first sends the call to your desk phone or GoTo Connect (the app must be open), waits for you to pick it up, and then finally completes the call to the outbound number.