Pull Integration
- Brittany Noethen
Pull Redtail Contact Data into the Account Wizard
This feature provides users with the ability to populate Redtail contact data into the Account Wizard’s Account Owner & Entity sections.
Once Single Sign On is configured, you will see a new “Load Existing Redtail Contact” option in the Primary Account Holder, Additional Account Holder and Entity Information sections of the Account Wizard.
Users can load any Redtail contact by typing in the name of the Redtail contact in the “Load Existing Redtail Contact” field.
Select the correct name from the list of returned results and the Redtail data will populated the corresponding data fields in the wizard.
The “Load Existing Redtail Contact” feature only displays after a user has successfully setup SSO.
After the Redtail contact is selected, data the Redtail contact is linked to the account holder and/or entity by adding the Redtail contact ID to that contacts data record.
Users can click on the Linked Contact name and open the Redtail contact in their Redtail CRM.
If the wrong contact has been selected, users can click on “remove linked contact” to remove the link and populated data. Once that is completed, a different contact can be searched for and linked.