(Redtail) Users_Login Users_Login verifies a user's credentials and creates an active instance of the user inside of Redtail On the UI login screen, the user is prompted for a UserName and Password Through the encryption process, the users credentials are encrypted and transformed into a UserToken
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(Redtail) Accessing Redtail Webmail - Redtail Technology Redtail's Email Hosting Service provides all subscribers with access to Redtail Webmail This allows you to access your email from anywhere as long as you have a computer and an internet connection There are two ways to access the Redtail Webmail client: Direct Access and Seamless Sign-on (SSO) from within Redtail CRM
Topic Menu - CRM - Redtail Technology CRM CRM > Accounts How to Create a Proposal or Open a New Account (Redtail) Account Management (Redtail) Working with Unlinked Accounts in Redtail (Redtail) Users_Login (Redtail) How to manually add an account to a contact record in Redtail View All (20+)
(Redtail) Webmail: Two-Factor Authentication (2FA) Generate an Application Passcode Why Two-Factor Authentication Is Important for Redtail Webmail Protects sensitive email data even when passwords are stolen or compromised Reduces the risk of unauthorized access across browsers, devices, and applications Introduces a second verification step using an authentication app or recovery email
(Redtail) Accessing Redtail - Redtail Technology ClientWorks users have two methods available to them to access their Client and Account data if they are Redtail CRM subscribers Let's take a look at each of these below: Access Through ClientWorks If you need access through ClientWorks only, after logging in client and account details can be viewed in Client Management Direct Access To access Redtail from your ClientWorks account, click the
(Redtail) Redtail Webmail This completes your setup for SSO to your Redtail Webmail account Click the integrations menu at the top of the CRM Select "Redtail Webmail" to open the modal of the same name and click "Launch Webmail " This will seamlessly sign you on to the webmail client in a new window
(Redtail) Methods of Accessing Redtail Imaging In addition to Imaging, the corporate login site provides login options for Redtail CRM, Email, Speak, and Campaigns Selecting any of the buttons pertaining to them will navigate you to their respective login sites