The Redtail integration allows you to dynamically pull client data—such as Age, Advisor, or Trusted Contact details—directly into your notes using SmartFields.
Before you begin, make sure your Redtail integration is connected in Settings. Please see the instructions here.
Steps to Create a Dynamic SmartField for Redtail Data
1. Open the Add Note Pop-Up
Navigate to the client’s meeting in Pulse360
Click Add Note to open the note editor
2. Insert a SmartField
Place your cursor where you want the SmartField to appear
Type a forward slash (
/) to open the menuSelect Add SmartField
3. Choose Data Type and Integration
In the Edit SmartField panel, select Integration as the data type
This enables you to pull data from an integrated system like Redtail
4. Select Redtail as the Provider
Under Provider, choose Redtail
5. Pick a Redtail Data Field
Under the Redtail Options section, select a data field (for example: Advisor, Trusted Contact, or Date of Birth)
Note - your Redtail UDF fields are under Custom Fields.
Redtail will provide real-time data for this field when the note is used
6. Customize the Field Label
After selecting the data field, you can rename the SmartField label
Example: change Advisor to Primary Advisor
This helps make the field more descriptive in your notes
7. Set Formatting Options (Optional)
For numeric fields such as Age:
Select Number as the format
Choose the number of decimal places if applicable
8. Save the SmartField
Save the SmartField
It will now be available within the note
Steps to Fill Out Dynamic SmartFields with Redtail Data in a Note
1. Fill Fields for the SmartField
After adding the note, click the red Fill Fields icon in the lower-right corner
2. Select Redtail Contact
In the pop-up window, select the appropriate Redtail Contact from the dropdown
3. Finish and Save
Once all fields are populated, click Finish to apply the data to the note
Example of a Note with a Dynamic SmartField
Template in Pulse360:
Final Note for a Client:
"Your CPA is {{John Doe}}. This ensures we keep track of your financial records and coordinate efficiently."