![]() We'd then see the below, if I link Leslie to the IRAs Notebook from Evernote: We'd then land on her Documents page, where we can select "Evernote Notebooks" from the Document Views widget:Ĭlick "Link Notebook" and we'll see the below:Ĭlick inside the "Available notebooks" area to see all of your Evernote Notebooks and browse for the one you want to link. If we want to link Leslie Adams to our IRAs Notebook from Evernote, we'll go to Leslie's record and click Documents from the Left Menu Bar: Let's walk through that process of establishing the link. As you can link the same Notebook to multiple clients within Redtail, after setting up the link for each contact that you want to link it to, going forward all you will have to do is add new content to that Evernote Notebook and it will automatically show up in the appropriate area within Redtail for those contacts, with no further action required on your part. You might maintain a Notebook in Evernote called "IRAs", where you track interesting or important information about IRAs that you intend to share with clients. In order to begin using the Evernote integration, you'll need to:Īs but one scenario of the types of uses you may find for this integration, let's say that you routinely use Evernote to clip articles from the web that you intend to share with clients. You will then be able to link Notebooks within your Evernote account to the Evernote Notebooks area within your contacts' records. You'll then be prompted to login to your Evernote account and authorize access. Then, from the Manage Integrations page where the integration was just enabled, you will need to click Settings under the Actions menu for Evernote:Ĭlick "Authorize Access to Evernote". ![]() Instructions for enabling integrations can be found here. enable the Evernote integration within your database.
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