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RedTailFormsProcess | Copytalk

RedTailFormsProcess

Redtail Technology

Table of Contents

Click here to go back to Redtail Main Page
Click here for Copytalker Process

Using the Mobile Application

1. Log in to www.mycopytalk.com and navigate to the “Redtail Integration” link on the top-right.

 

This page sets up the one-time initial authentication between your Copytalk account and your Redtail account. After providing your Redtail credentials and reviewing and agreeing to the Copytalk Terms of Service regarding Redtail CRM integration, clicking “I agree” will initiate the integration.

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2. Start using your Redtail integration!

 

To do so, use the Copytalk service like normal, except include at the beginning of your dictation which particular Redtail item you’d like to use by dictating the name of the feature such as:

 

*Create contact

*Update contact

*Create task

 

Find the feature below to see a list of fields available for you to dictate.  

 

It is up to you how many of the fields to include information for and in what order to dictate your information.

 

For best results, when dictating a date, please use the full date, including the year (such as January 1, 2020 or 1/1/20), and when dictating a time, include the AM or PM: 

Create Contact or Update Contact:
 
* First Name (required)
* Middle Name
* Last Name (required)
* Note (only required for Update Contact)
 
Create Task:
 
* First Name
* Middle Name
* Last Name
* Description (required)
* Start Time
* End Time
* Start Date
* Importance
 
 

**Flexible Recipients please follow asterisk to the bottom of the page.

** This is required only if you have the “Flexible Recipients” feature enabled on your account. “Flexible Recipients” allows you to specify the recipient(s) of your transcription. If you would like the transcription to be integrated into Redtail, specify Redtail in addition to any other recipients. If you do not have the “Flexible Recipients” feature enabled on your account, your transcription will always be sent to the Redtail CRM.

Examples

If you were calling in to Update contact, you could say "Update contact. First name Bob. Last Name Evans. Note: Met with Bob for the first time this week, schedule follow up for November."
If you were calling in a new contact, you could say "Create contact. First name Joseph. Last Name Adams. Note: Met with Joseph for the second time this week, schedule follow up for June."
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You can listen and review your dictation here. This is also where you can change the name of your dictation. Please see the next image for an example.

When complete, select SAVE.

This is where you can see the dictation is still uploading at the top. Do not close the app until it is completed. 


Once it is uploaded you are complete and may close the app or start a new dictation! 

If you should find that anything is not working as expected, 

please email to contact the Copytalk IT team at: 

ctadmin@copytalk.com

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