Read highlights about what is new in various Redtail solutions - CRM, Imaging, Email and Speak. 3. Tags: estate planning, integrations, Wealth. Orion Portfolio Solutions, LLC a registered investment advisor. Or, if the contact doesn't have a record in your database, you'll be able to create a new. Posted by: Redtail Technology. Login. To establish your integration with FMG Suite, click the FMG Suite option accessible from your Integrations menu in Redtail. Password. You'll then see the below modal: Click "Single Sign On" and you'll see the below: Just enter your FMG Suite credentials and click "Login. Redtail CRM is a web-based system that enables financial professionals to manage prospects and clients. This is a two-way integration that enables advisors to import their Redtail contacts to Optivice and pull credit score information for those clients from Optivice to Redtail. “ and Note Types to “All types selected”. The Terms are hereby incorporated by reference. Once the household has been synced with Redtail accounts, assets and liabilities associated with those members can be pulled into Asset-Map and seen on their Asset-Map Report. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. 9. CRM password requirements and limitations: With that in mind, we recently introduced Redtail SPEAK, the first-of-its-kind integrated messaging platform, purpose-built for advisors and their clients. For example, when a contact status is changed to "Client", Redtail can automatically link an "Onboarding" workflow process. The first screen in the Wizard that you will see is the below - just click Next. A new integration between ChatGPT and Redtail. Click Subscription MFA Settings (already done in the screenshot above). Redtail Technology > News. Joint accounts, also trust accounts where the trustees may or may not be a part of the same household. All the details that you should need in order to get. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. Release Note Focus: AI chat assistant auto-complete in Redtail Speak. Tags: Best Paw Forward Photo Challenge, dog. Cancel. While viewing a contact in Redtail CRM, click the integrations option:. CRM solution which assists businesses of all sizes with client data management, workflows, email marketing and data exports. Product Description. com ( What is an MX Record?) Note: Make sure all other MX records are removed. For security purposes, the Albridge integration SSO feature is now a 1:1 relationship between Albridge and Redtail user logins. Zimbra. Contact Details. Enter your Redtail creditials. It would be a tremendous help to have the ability to set templates to automatically run every quarter (or other time frame). 3. ²Source: T3 Inside Information Software Survey, 2023. By logging in, you agree that you are accessing a secure system and will abide by the policies regarding it. Sign in. 00 Per Month. Forgot Password. Using the Redtail CRM app, you can stay on top of meetings and opportunities and stay connected to your clients, your prospects and your team: -Access your Redtail calendar, as well as the calendar of your other database users. Enter your Vision ID and password to log in to your DST Vision account. Free Trial. Advisor Portal (Brinker) Advisor Portal (OPS) Client Portal (Brinker) Client Portal (CLS) Client Portal (OPS) TownSquare Capital; Admin & Sub-Advisor New to Redtail? Start My Free Trial! Username. Dog’s name: Cortado Owner: Kim Baumler Company: Prairiewood Wealth Management. They are available à la carte, so if one of these other solutions is more important to you than others, you can add them to your Redtail subscription according to. Optional rights for database users. Clicking the Orion Portfolio tab in the Accounts area of Redtail CRM for one of your individual clients will display that client’s Portfolio Summary from. Outlook 2010: Remove an Account. 3. User Interface / User Experience Setting a preferred length of time for each activity type, ie appointments would be an hour & 15 mins, tasks 15 minutes, phone call 30 minutes, etc. Login. Click the Enable MFA button. Outlook for Mac: Setting Up Exchange (EWS) Touch ID ONLY appears as an option when you have timed out of the app (as opposed to manually logging out). 2. Login Page. 3 Billing:. Redtail Speak provides a compliant and personalized texting/chat solution with more built-in tools to drive communication efficiencies. support@redtailtechnology. Once these steps have been completed, go back to your Manage Integrations page in Redtail and click the Settings option for Orion again. To begin setting up an Email Template, select Manage Your Account after clicking your Name from the Top Right Menu within Redtail: Then, click “Email Templates” in the Manage Templates area: You’ll then see existing Email Templates in your database (if any): Click “New” and you’ll arrive at the modal where you can begin setting up. Redtail CRM; Wealth Management Logins. From the “My Clients” home page, click the plus (+) button, bottom right, and select Import Client, as pictured below: 3. Our February 2023 newsletter, delivered yesterday to subscribers, includes information on new Redtail CRM Mobile features, new Redtail Speak features, and more! Even if you aren’t a subscriber though, you can still check out the February issue here. Whether you want to send one message, or several messages with to-dos and detailed information alongside the appointment reminders, our system can help. Microsoft Outlook 2011 for Mac: Redtail-hosted Email Setup. Select Redtail CRM: 4. If you need to add, edit or delete database users, you can do so under Manage Your Account —> Manage Database Users & Teams. The first option that we will explore is the Direct Access option. Forgot Password ? Login. A few items to take care of in regard to your Redtail account. Contact: 800-206-5030 [email protected]/s/Just log in and search for your specific topics or explore to find out more about Redtail solutions and how they can benefit your business. Login. Scroll down and click on the REDTAIL box: A secondary section will then appear. Oct 20, 2023 Knowledge. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here. 0479-OPS-2/15/2023. Portfolio Management and Custodians. Redtail Plans includes essential Redtail and Orion solutions, designed for every advisor to efficiently scale their firm. CRM password requirements and limitations:With that in mind, we recently introduced Redtail SPEAK, the first-of-its-kind integrated messaging platform, purpose-built for advisors and their clients. Using the Redtail CRM app, you can stay on top of meetings and opportunities and stay connected to your clients, your prospects and your team: Access your Redtail calendar, as well as the calendar of your other database users. For example, “Redtail. Timestamp: 2023-11-17 13:59:41Z. Redtail CRM is a web-based system that enables financial professionals to manage prospects and clients. is a leader in web-based Client Relationship Management solutions for financial advisors. Account Options: Next to the Add Account button, you'll also see an Account Options button. 516-581-7202. With this option, you have the ability to access your webmail client from within your Redtail CRM. (Redtail) Working with Unlinked Accounts in Redtail. You can also learn more here. Our highly trained Support Team is. If the account is linked to an account aggregator, the assets section for the account will be overridden with data provided by the aggregator each time the data feeds into Redtail CRM. The usual CRM features include pipelines, calendars, tasks, and integrations. Our previous CRM software had Outlook integration and, after sending an email, I was given the option to save/post the email to a client. So, to enable Touch ID again for the Redtail CRM app, you'd need to log in. redtail, retail crm software, best retail crm examples, retail crm best practices, retail crm dashboard, retail crm examples, redtail crm login, retail crm systems Rafael, also periods from others, especially car which requires. Advisor Website resources: ResourcesOver the course of our Redtail CRM Toolkit 2020 Series, we hope to be able to provide you with a ton of actionable insight into the many different ways that Redtail can help you address challenges in your business in 2020 and beyond. Some users have mentioned Redtail lacks a modern feel with more capabilities. Note: you should verify with your compliance department that you are approved to use Speak, but know that we designed this product to meet the compliance requirements for. Create a workflow in Redtail with an ideal prospecting process. Register now for this webinar on March 21st at 10:00 am Pacific. If you don't find what you need here, you can always contact us at: support@redtailtechnology. Redtail CRM. Redtail provides a wide range of perks and benefits designed to enhance work lives, careers and achieve the proper work-life balance. California software firm picks West Midtown for East Coast HQ. com or 800. When logged into Redtail CRM, click on the Manage Your Subscription link under the menu that opens underneath your name: You'll then be prompted to login again (for security purposes). Clicking the Orion Portfolio tab in the Accounts area of Redtail CRM for one of your individual clients will display that client’s Portfolio Summary from. Login to MyCopytalk. Right now, templates can automatically be applied based on certain actions (i. If you manually sign out of the Redtail CRM app using the Sign Out button, you will not be prompted to login using Touch ID upon your next login. By integrating Redtail CRM with Morningstar Office Cloud, you gain a seamless workflow to save time and reduce duplicate data entry. Get the email, read the activity and prepare reply needed. CRM > Getting Started. About: Redtail Technology, Inc. Getting Started: Don't forget to log in using your CRM login (or Imaging login, if you're an Imaging-only user) after installing it: Fully customizable topics, such as Investments or Taxes and subtopics, such as Action Items or Client To Dos, help you build your financial advice organization system — your way. NetX360+ is the next generation of the web-based professional workstation NetX360. Sign in with your organizational account. We use bank-level security and 256-bit encryption to safeguard data and we have a range of extra security features, like session time-out, and two-factor authentication. Go to your settings at the top right within Orion Planning and navigate to the integrations tab. The Redtail CRM app is free-to-use for subscribers. Contact Redtail CRM Support. Password. Growth Unleashed . If you are the database owner for your subscription, when logged into Redtail CRM you will see a "Manage Your Subscription" option available beneath your name in your Top Right Menu bar: After clicking this link, you will be prompted to login again as an added security measure. About: Redtail Technology, Inc. 267. 2 to inquire about potential discounts. CRM Seamless Sign On (SSO) Now that we have explored the Direct Access option, let's move to the CRM Seamless Sign On (SSO) option. com. View historical uptime. redtailtechnology. If you know your password but want to reset it, from within your CRM go to Manage Your Account: . Redtail CRM offers subscribers a ton of opportunities to customize their CRM, both at the individual and at the database level. 0317-OAT-2/2/2023. Login to manage your Redtail CRM integration. Upon successfully linking the two solutions, you will see "Connected" next to the Redtail integration. 01 Nov 2023. Try for Free. com. The Not In Good Order. In our next Manage Your CRM series post, we’ll take a look at Managing Team Notices and Web Links in Redtail CRM. Quicklists are optional to. Redtail CRM is a cost-effective, easy to use, cloud based solution for financial professionals. Redtail Technology, Sacramento, California. 2 Support:. Redtail CRM Addendum. About: Redtail Technology, Inc. And now, without further ado, our winner, who will be featured on Redtail CRM login pages during the month of March, is: Winner. com [email protected] chose Redtail CRM and Redtail Email during our search for the right platform, because the user design is streamlined, minimalistic and intuitive. Build and. Username. 4. IMAGING. ★ LIVE Webinar Schedule. Direct Login . Schwab designed this study to capture insights in the Registered Investment Advisor (RIA) industry based on survey responses from individual firms. domain . Change the Servicing Advisor for contact records in bulk. For users of Redtail CRM, email correspondence is automatically linked to the appropriate contact record. Automations are a way for certain actions within the CRM to set off reactions. com-specific fields to UDFs in Redtail as well as triggering Client notes from Wealth. Make a first impression, faster. Call our Sales Team at 800-206-5030 opt. Select “Add Source”. About: Redtail Technology, Inc. Getting Started. 3 Billing: Mon-Fri 6am-3pm Pacific TimeA: Redtail creates a folder for Contacts in Outlook so that we can keep track of which contacts should stay in sync with Redtail CRM. Redtail uses 256-bit encryption from GoDaddy, one of the largest and most reputable providers of SSL security in the world. Redtail Technology | 7,012 followers on LinkedIn. Overview webinar of Redtail CRM. Database Lists. Manage Your Account: Manage Web Links. Redtail has a long-established track record as a cloud-based solution tailored specifically for the advisory community, with a history of rapid response to a changing industry as well as outside events. Click External links > Redtail CRM. 3. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. Save your Standard Report Filters for repeated use. MOBILE. Remember, this preference setting is for your login only, so it should reflect what your default settings should be. Please enter your User ID and Password, then click Submit. Learn our reco. The device in use must be in your control and must conform with the LPL Branch Office Security Policy. Orion Trading to streamline their business. 30-Minute Quickstart! (Video) 30 Minute Quickstart. An email is generated to your email address that is associated with your Redtail account: Click on the link in this email to reset your password: Enter your new Password and click Save Changes. Number of Views 3. Free Trial. Tags: chat, redtail speak, texting. Capabilities include contact management, email, reports, seminar management and integrations. Work Smarter | Redtail Technology, Inc. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Redtail is. Oct 20, 2023 Knowledge. Redtail Technology offers web-based Client Relationship Management (CRM), email and imaging solutions for financial advisors. To enable this, go to the Manage Your Integrations page and locate your Redtail Webmail box:Directions: 1. Reporting *Fixed: We resolved an issue where those using Internet Explorer 11 as their browser were unable to export/generate standard report PDFs. that has been there forever. Redtail’s Best Paw Forward Photo Challenge. support@redtailtechnology. We would like to show you a description here but the site won’t allow us. By logging in, you agree that you are accessing a secure system and will abide by the policies regarding it. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. If you have any questions about your account, you can contact our Billing team at 800-206-5030, Option 4, to discuss your billing for Redtail services. New integration points between Schwab and Redtail CRM include: the ability to initiate the Schwab Digital Account Open process for a contact: the ability to view up to 250 Schwab alerts from the last 30 days within Redtail CRM. I could select yes, and then it asked me which contact(s)/client(s) I wanted to save the email to. The default setting out-of-the-box is your Today page, but, as you can see below, you have many options to. Marketing tools are going to offer a whole suite of reporting options that primary tools like CRM, Standard Email and Research tools do not. This will bring up the Filter Options box with the Saved Filters parameters displayed. As always, if you have any questions along the way as we address these, you can reach out to our team at [email protected] PR. Schedule a demo now!Redtail CRM offers subscribers a ton of opportunities to customize their CRM, both at the individual and at the database level. The Redtail CRM app is free-to-use for subscribers. This is a good place to check for any known system issues, outages or scheduled maintenance. This CRM best suits financial advisors who want just. Using the Redtail CRM app, you can stay on top of meetings and opportunities and stay connected to your clients, your prospects and your team: -Access. As always, if you have any questions along the way as we address these, you can reach out to our team at support@redtailtechnology. 34. Contact: 800-206-5030. It’s here! The industry’s favorite CRM has rolled out Redtail Plans to help you start in your CRM and stay there. Its features include database migration, reporting, client information, records and tags management, automated office operations, broadcasting emails and seminar management. Redtail's Email Hosting service provides the option to all users to setup your email account how you want in the mail client of your choosing. As always, if you have any questions along the way as we address these, you can reach out to our team at support@redtailtechnology. Redtail CRM's pricing. com sales@redtailtechnology. Trial Account Recommendations. IMAGING Access, First Steps and Site Navigation. Outlook 2007: Remove an Account. Contact: 800-206-5030 support@redtailtechnology. Check out some of the useful educational training opportunities Redtail Technology offers to our financial industry users. Creating and Using Note Templates in Redtail CRM. Find the “Redtail” tile and click on it. Work Smarter | Redtail Technology, Inc. We’re pleased to provide links to recent episodes here and hope you’ll find many of these informative and/or inspiring. mbox backup. CRM Integration. NET Framework 4. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. Go to the Support Portal and click Log In in the upper right corner. 2849-OPS-10/16/2023. Register for a live Redtail CRM demo. You’ll then be able to login into your “Redtail. Work with Redtail. Click Add in this section: After clicking Add, you have the option to add a New User or an. 0894-OAT-3/29/2023. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Redtail CRM's pricing is straightforward, costing $99 per month unless you are affiliated with a broker dealer. If you have any questions about your account, you can contact our Billing team at 800-206-5030, Option 4, to discuss your billing for Redtail services. 2 or at sales@redtailtechnology. 2661-OAT-Ascent-9/22/2023. 10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #4. The usual CRM features include pipelines, calendars, tasks, and integrations. Zoho CRM Zoho CRM is a general-use CRM platform that is user-friendly and affordable. Selecting “use internal” will open a message editor inside of Redtail CRM when clicking an email address on a contact record. Once the integration is connected, go to. NetX360+ helps increase productivity and efficiency through a reimagined experience with simplified features, streamlined navigation and workflows to benefit advisors, bankers, wealth and asset managers, and other financial services professionalsThis best practices guide by Redtail will show you how to use some of the tools CRM puts at your fingertips during crisis management. Advisor center. ”. Free support. " After downloading Retriever, you will need to install it on your computer, using the Installation Wizard included with the download. is a leader in web-based Client Relationship Management solutions for financial advisors. Choose Morningstar Office and enter your email login and the access code that you copied: Click Save. Name your connection. If you click inside the box for this option, you'll see your Default Login Screen options: If you'd prefer for your default landing page upon Login to be your main Calendar page (or any of the other pages. Financial Planning tools. Touch ID ONLY appears as an option when you have. Clicking it provides you with several options:If you manually sign out of the Redtail CRM app using the Sign Out button, you will not be prompted to login using Touch ID upon your next login. To begin setting up an Automation Template, select Manage Your Account after clicking your Name from the Top Right Menu within Redtail: Then, click “Automation Templates” in the Manage Templates area: You’ll then see the below (if there are currently no Automation Templates set up in your database): Click “add” and you’ll arrive at. Posted. Digital account open. For each message, you'll then have options to:We track these errors automatically, but if the problem persists feel free to contact us. For. Sign in to your Redtail CRM, Email and Imaging accounts with your email and password. Please enter your User ID and Password, then click Submit. It integrates directly with the Redtail CRM, so users have their email correspondence dynamically linked to client records thereby providing productivity gains. comGetting Started. On the UI login screen, the user is prompted for a UserName and Password. Login. com Business Hours Sales: Mon. 3. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. mbox backup. You can read more about manually linking accounts here. The example below displays a partial Day view: This is the main body of your Calendar. Login and Subscription Pages *Updated: We’ve subtly changed the layout/design of the login and subscription pages within Redtail CRM. " After this initial login, going forward you'll automatically be signed into FMG. To edit a Saved Filter: First, apply it from your Saved Filters tab. If you’re interested in learning more, please contact our Sales Team at 800-206-5030 opt. Selecting “use external” will launch the default email application on your computer to send the message. *Added: If logged into Redtail CRM, you can now access and edit Contact Details of a contact from your Speak search using. 359 votes. We are glad we can now offer you further efficiencies for both of these common tasks through the introduction of Note and Activity Templates. Runner Up. Contact Us. We would like to show you a description here but the site won’t allow us. Wealthbox is a. Call Copytalk Support at 866. Email Compliance. Use the Redtail Integration to Import Client Information . If you click inside the box for this option, you'll see your Default Login Screen options: If you'd prefer for your default landing page upon Login to be your main Calendar page (or any of the other pages. Redtail CRM. Check out some of the useful educational training opportunities Redtail Technology offers to our financial industry users. It will have a new Redtail folder with a date and time stamp, and look something like this: Once the sync is confirmed, you can then move forward in setting up your Redtail-hosted Email (as an IMAP account) in the new. Learning Path Playlist - Topical. Posted by:. (Redtail) How do I change my default login screen for Redtail CRM? 66 Views • Oct 20, 2023 • Knowledge (Redtail) How do I add new Activity, Note, Workflow, or Document Categories to my database?eWealthManager. From the “My Clients” home page, click the plus (+) button, bottom right, and select Import Client, as pictured below. The integration between Redtail CRM and Red Capture allows you to easily capture client information using an automated Client Information Form emailed to clients from Red Capture, based upon status changes within Redtail CRM. [email protected] set up Multi Factor Authentication: The database owner must go to Manage Your Subscription: They will then be prompted to login again, as an added security measure. They are used as part of the login, authentication and session management flows of the SaaS platform websites. Use the Redtail Integration to Import Client Information . would like to have some controls over what emails employees can view within the CRM. Know Your Client: Personal Interests. 2. ¹. ai account. To establish your integration with FMG Suite, click the FMG Suite option accessible from your Integrations menu in Redtail. It’s here! The industry’s favorite CRM has rolled out Redtail Plans to help you start in your CRM and stay there. So you want to connect Microsoft Outlook to Redtail CRM? You can do it with Zapier!Zapier is a no-code automation tool that empowers you to automate your wor. Specific to this platform recommendation, we would like Redtail to urge Zimbra's developers work with Calendly so there would be a direct server sync. ³. Posted by: Redtail Technology. Note: this integration is. To do so: From within Redtail CRM, go to your Manage Integrations area: Then, scroll down until you see Retriever Cloud, click its Actions cog and choose "Settings": You'll then see the. Redtail CRM is a cloud-based customer relationship management (CRM) system designed for financial advisors and their teams to operate more efficiently, lower. [email protected] your Redtail Username / Password - then select Authenticate: Integration functionality: After setup, you can begin importing your contacts from Redtail CRM into TIFIN Wealth. 206. This information allows Redtail Technology to process your online transactions and requests. Register now for Redtail Campaigns Introduction Webinar. Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost. This will be on a new tab, so that you don. Redtail uses Session cookies containing encrypted information to allow the system to uniquely identify you while you are logged in. 5030. The first screen in the Wizard that you will see is the below - just click Next. Redtail CRM helps users send bulk messages and attachments to specific groups of clients and prospects. Use the Redtail Integration to Import Client Information . Redtail CRM provides you with the tools to effectively manage your client relationships. We are always happy to help you understand any aspect of Redtail CRM. Redtail's Internal Email Client. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. Note: New contacts can be created with default values in the status and source fields so that you can identify that they are coming from your website. 2 to inquire OR email plans@redtailtechnology. Redtail: A First Steps Guide. Set Activity Types and Activity Categories to “All types selected” and “All categories selected” respectively. Redtail’s monthly newsletter arrives in subscriber inboxes on the first Tuesday of each month, delivering Redtail and industry news, solution updates, practice management information, and more. a Login page will appear. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here. See who will be featured on Redtail's login page. Allie Zendrian. You can always change your view when actually looking at your Calendar, but most likely you have a view that you would prefer to. ★ Product Overview - CRM (video) ★ 30-minute Quickstart! (video) List of allowed filetypes on CRM Document Storage. Redtail Technology is an industry leader in software for Customer Relationship Management, DocumentUsers_Login verifies a user's credentials and creates an active instance of the user inside of Redtail. Retriever for Imaging is a standalone desktop program that Redtail Imaging subscribers on PCs can use to upload, manage, and backup their Redtail Imaging library. Without leaving the Redtail platform, Redtail subscribers may view: Morningstar Security HTML reports: The Morningstar Report for mutual funds, stocks, closed-end funds and exchange-traded funds presents proprietary Morningstar data and in-depth investment research in. We are always happy to help you understand any aspect of. Call sales department at 800-206-5030 Ext. Select the custom question you created in GReminders on the left and match to the Redtail UDF field name on the right. . Click the question mark icon on the top right > select "Redtail Help Desk" or "Submit a Help Ticket" Watch the short video below for step-by-step instructions. Login. Creating and Using Workflow Templates in Redtail CRM. Category: Monthly Newsletter. Migrating Gmail Data (email, calendar and contacts) Gmail: Redtail-hosted Email Setup. Write reply and submit. Once you have Microsoft . Forgot your username? Please contact the Technology Help Desk at 800-771-6315, Monday through Friday, from 5 a. 206. Redtail CRM Updates and Tools to Assist with Reg BI and Form CRS ComplianceDocuSignFor Redtail Integration when using Google Calendar or Microsoft Outlook / Office 365 / Exchange as your primary calendar, Click Here. AdvisorEngine CRM. Single Sign On (SSO) from the Redtail CRM . Doing so ensures that commonly completed activities have consistent subjects, types, categories, descriptions, importance, and priority. Careers . That price includes up to 15 users. We were, in fact, the first web-based CRM solution built solely for advisors, and advisors have remained our sole focus since our founding in 2003. Redtail Speak - offers a compliant way for financial professionals to text message clients and collaborate with staff in real-time. Learning Path Playlist - Leveled. It helps track client data, automate time-consuming tasks, organize records and more. About Redtail Technology. Simply click Begin Setup . We do not want employees viewing emails from the principal of the. FEATURES AVAILABLE TO ALL REDTAIL CRM SUBSCRIBERS . 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. More info on. Registration: Click Here to Select a Scheduled Webinar Date. (Redtail) Verifying your Account Information on Login - FAQ. Contact: 800-206-5030 [email protected] Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. NEW: How Do I Access My Imaging Account? (CLASSIC REDTAIL IMAGING) Product Overview - Imaging [18:27] (CLASSIC REDTAIL IMAGING) Site Navigation in Redtail Imaging. They will show up in the CopyTalk Messages area on your Today's Overview. Add the appropriate Servicing or Writing Advisor to client contact records.