Adding Age Reminders as Activities in Redtail | Scribe

    Adding Age Reminders as Activities in Redtail

    • Emily Joles |
    • 7 steps |
    • 46 seconds
      1
      Navigate to your Holistiplan Dashboard [https://app.holistiplan.com/main/](https://app.holistiplan.com/main/)
      2
      Click on "Filter Age Reminders" located in the top-right corner of your screen.
      3
      Select the time period for the reminders you wish to see. For example purposes, we have chosen the "Current Year" option.
      4
      Once your respective list has populated, select the "Send to Redtail" teal button located along the right-hand side for each client. For this example, we have selected Gene Aarons from the Gene Aarons household.
      5
      Once a reminder has been sent as an activity to Redtail, you will see the teal "Send to Redtail" button replaced with the Redtail dog icon. You can click on that icon to access your Redtail account and show all the Age Reminder activities that have been sent to Redtail from Holistiplan by that Holistiplan user.
      6
      Here we see the age reminder activity that has been sent from Holistiplan to Redtail for Gene Aarons.
      7
      OPTIONAL: If you click on "Activity Details," this will open the activity so you can revise as necessary or simply choose to leave as is.