Sep <var data-var='date'>18</var>, <var data-var='time'>08:58</var> PDT Resolved - This incident has been resolved. Sep <var data-var='date'>17</var>, <var data-var='time'>08:45</var> PDT Investigating - We are investigating an issue affecting Redtail CRM that may cause some users to experience general slowness, syncing issues in Retriever Cloud, and an inability to create free trials. Additionally, certain Redtail CRM downloads and bulk operations that are processed as background jobs may fail when generating custom exports, reports, labels, and other downloads that exceed the configured job-processing threshold. Workaround Available Until a fix is available, users can avoid the issue with affected bulk operations by increasing the following setting to the maximum value of 500: Preferences > Miscellaneous > Submit bulk operation to a job if selected contacts exceeds this threshold Operations involving fewer contacts than the configured threshold should process successfully through the browser instead of the background job system. Our team is actively investigating the issue and working toward a resolution. We apologize for the inconvenience and will provide additional updates as more information becomes available. Thank you for your patience.

Redtail CRM Service Advisory: Background Job Processing Affecting Downloads and Bulk Operations

Sep <var data-var='date'> 2</var>, <var data-var='time'>08:58</var> PDT Resolved - This incident has been resolved. Sep <var data-var='date'> 2</var>, <var data-var='time'>06:29</var> PDT Update - We are investigating an issue affecting some users that causes a 500 error when launching Imaging from contact records within the CRM. As a result, some users may be unable to access Imaging through CRM single sign-on. This issue is limited to launching Imaging from CRM contact records, and users can continue to access Imaging directly as a workaround. Our teams are actively working to identify the cause and restore functionality as quickly as possible. We apologize for the inconvenience and will provide additional updates as more information becomes available. Sep <var data-var='date'> 2</var>, <var data-var='time'>06:27</var> PDT Investigating - We are investigating an issue affecting some users that causes a 500 error when launching Imaging from contact records within the CRM. As a result, some users may be unable to access Imaging from contact records. Our teams are actively working to identify the cause and restore functionality as quickly as possible. We apologize for the inconvenience and will provide additional updates as more information becomes available.

Service Disruption: 500 Error When Launching Imaging in CRM

Sep <var data-var='date'> 1</var>, <var data-var='time'>07:42</var> PDT Resolved - This incident has been resolved. Sep <var data-var='date'> 1</var>, <var data-var='time'>06:55</var> PDT Investigating - We have identified a recurrence of the issue causing some users with Orion Risk Intelligence enabled to receive an error message when viewing certain account information in Redtail CRM. Our team is actively investigating the issue and working to restore normal functionality as quickly as possible. We will provide additional updates as more information becomes available.

Redtail CRM Contacts Error

Aug <var data-var='date'>31</var>, <var data-var='time'>11:57</var> PDT Resolved - This incident has been resolved. Aug <var data-var='date'>31</var>, <var data-var='time'>10:34</var> PDT Investigating - We are aware of an issue causing some users with Orion Risk Intelligence enabled to receive an error message when viewing certain account information in Redtail CRM. Our team is actively investigating the issue and working to restore normal functionality as quickly as possible. We will provide additional updates as more information becomes available.

Jul <var data-var='date'>15</var>, <var data-var='time'>09:08</var> PDT Resolved - This incident has been resolved. Jul <var data-var='date'>15</var>, <var data-var='time'>08:18</var> PDT Monitoring - The issue affecting Redtail CRM has been mitigated, and service has been restored. Our teams are continuing to monitor system performance to ensure stability. We will provide additional updates if any further issues are identified. Jul <var data-var='date'>15</var>, <var data-var='time'>08:06</var> PDT Investigating - We are currently investigating intermittent issues affecting Redtail CRM that may impact user login and access. Our teams are actively working to identify the cause and restore normal service as quickly as possible. We will provide additional updates as more information becomes available. We appreciate your patience and understanding.

Redtail CRM Login Issues

Jul <var data-var='date'> 1</var>, <var data-var='time'>11:34</var> PDT Resolved - This incident has been resolved. Jul <var data-var='date'> 1</var>, <var data-var='time'>09:47</var> PDT Monitoring - A fix has been implemented and we are monitoring the results. Jul <var data-var='date'> 1</var>, <var data-var='time'>09:16</var> PDT Investigating - We are currently investigating an issue affecting the integration between Black Diamond and Redtail CRM. As a result, account data from Black Diamond may not be updating as expected, causing account balances and related information in Redtail CRM to appear outdated or incomplete. This issue may affect multiple firms that use the Black Diamond account feed, including Black Diamond and Triad Advisors. Users may experience delayed account updates, which could impact account balances, reporting, and related workflows within Redtail CRM. Our teams are actively working to restore normal processing and validate data synchronization. We will provide additional updates as more information becomes available. We apologize for the inconvenience and appreciate your patience as we work to resolve the issue.

Black Diamond Account Data Sync Delays in Redtail CRM

Jul <var data-var='date'> 1</var>, <var data-var='time'>11:30</var> PDT Resolved - This incident has been resolved. Jun <var data-var='date'> 2</var>, <var data-var='time'>17:35</var> PDT Identified - We have identified that delays or issues with multi-factor authentication (MFA) for Redtail CRM and emails sent from Redtail CRM (including password reset emails and notifications) are being filtered or quarantined by select email security providers. While we continue working with our vendors to improve delivery, some users may experience intermittent delays. As a temporary workaround, we recommend contacting your email provider (e.g., Smarsh or Mimecast) to request whitelisting of the following domains to help ensure timely delivery: - redtailemail.com - redtailtechnology.com We appreciate your patience as we continue monitoring and working toward full resolution. Jun <var data-var='date'> 2</var>, <var data-var='time'>09:18</var> PDT Investigating - Multi-factor authentication (MFA) for Redtail CRM and emails sent from Redtail CRM (including password reset emails and notifications) are currently experiencing intermittent issues. Some clients may have difficulty accessing their accounts or receiving CRM-generated emails. We are actively working to restore full functionality and apologize for any inconvenience. Thank you for your patience.

Redtail CRM MFA and Email Notification Issues

Jul <var data-var='date'> 1</var>, <var data-var='time'>06:04</var> PDT Resolved - This incident has been resolved. Jun <var data-var='date'>30</var>, <var data-var='time'>13:41</var> PDT Monitoring - The issue impacting Redtail Hosted Email services has been mitigated, and inbound email delivery has been restored. Some email messages that were deferred during the outage may continue to arrive with delays as sending mail systems retry delivery. We are actively monitoring the environment to ensure all queued messages are processed successfully and services remain stable. We are also continuing to investigate an issue impacting Single Sign-On (SSO) access to hosted email accounts for some users. As a temporary workaround, affected users may access their hosted email directly using their email credentials instead of SSO. We will provide additional updates as work continues to fully restore all affected services. Jun <var data-var='date'>30</var>, <var data-var='time'>13:23</var> PDT Investigating - We are currently investigating an issue affecting Redtail Hosted Email services that is causing inbound email messages to be deferred. As a result, some incoming emails may be delayed in reaching user mailboxes. We have also identified an issue impacting Single Sign-On (SSO) access to hosted email accounts for some users. As a temporary workaround, affected users may be able to access their hosted email directly by logging in with their email credentials instead of using SSO. Our teams have identified an underlying network connectivity issue and are actively working with the service provider to restore normal operations. We will provide additional updates as more information becomes available.

Inbound Email Delays and SSO Access Issues

Jun <var data-var='date'>23</var>, <var data-var='time'>07:27</var> PDT Resolved - This incident has been resolved. Jun <var data-var='date'>23</var>, <var data-var='time'>06:49</var> PDT Investigating - We are currently investigating an issue affecting multi-factor authentication (MFA) for some users. This may result in delayed verification codes, limited ability to update MFA settings, or difficulty logging in. Our teams are actively investigating and working to restore normal functionality as quickly as possible. We will provide updates as more information becomes available. Thank you for your patience and understanding.

MFA Login Issues Affecting Some Users

May <var data-var='date'>28</var>, <var data-var='time'>11:33</var> PDT Resolved - Our team identified and resolved an issue that was preventing authentication into Redtail Email. A fix was implemented, and service has been restored.  Thank you for your patience.

Redtail Email Authentication Issue Resolved

May <var data-var='date'>11</var>, <var data-var='time'>05:52</var> PDT Resolved - This incident has been resolved. May <var data-var='date'> 5</var>, <var data-var='time'>05:33</var> PDT Investigating - Third‑party vendor, Twilio, is experiencing an issue that is impacting the delivery of two‑factor authentication text codes and affecting login verification for Redtail CRM users. Please use the Voice option at this time. Our team is monitoring the issue.

Redtail CRM Multi-Factor Issue

May <var data-var='date'> 6</var>, <var data-var='time'>12:43</var> PDT Resolved - This incident has been resolved. May <var data-var='date'> 6</var>, <var data-var='time'>09:41</var> PDT Monitoring - A fix has been implemented and we are monitoring the results. May <var data-var='date'> 6</var>, <var data-var='time'>08:44</var> PDT Investigating - We are aware of an issue causing slowness when navigating Redtail CRM, including activities and workflows not loading on the calendar. Our teams are actively investigating and working to identify the root cause. We will provide updates as more information becomes available.

Redtail CRM Latency Issues

Mar <var data-var='date'>25</var>, <var data-var='time'>12:43</var> PDT Resolved - The issue affecting standard Redtail CRM account feed processing has been resolved, and processing is fully restored. Account data is flowing normally, and we are continuing to monitor to confirm sustained stability. Mar <var data-var='date'>25</var>, <var data-var='time'>10:39</var> PDT Investigating - We are currently investigating an issue affecting some Redtail CRM account data feeds. This may result in delayed or missing account updates for a subset of clients. Our teams are actively working to identify the cause and restore normal processing as quickly as possible.

Redtail CRM Data Feed Processing Delays

Mar <var data-var='date'>10</var>, <var data-var='time'>17:13</var> PDT Resolved - The issue causing 500 errors during CRM login has been fully resolved. Users should now be able to log in and access the CRM without any errors. Thank you for your patience as our team worked to restore access. If you experience any continued issues, please reach out to our support team for assistance. Mar <var data-var='date'>10</var>, <var data-var='time'>16:48</var> PDT Investigating - We are aware that some users are experiencing 500 errors when logging into the CRM. Our team is actively investigating this issue.

CRM Login Issues

Feb <var data-var='date'>27</var>, <var data-var='time'>12:14</var> PST Resolved - The issues that affected CRM users' ability to log in earlier have been resolved, and services have returned to normal. We are investigating the root cause of the issue and sincerely apologize for any disruption to your daily operations. Feb <var data-var='date'>27</var>, <var data-var='time'>12:00</var> PST Investigating - We have identified an issue that may prevent users from logging into the Redtail CRM platform and users already connected may encounter slowness or the inability to launch Apps or features. We are investigating the root cause of the issue and sincerely apologize for any disruption to your daily operations.

Redtail CRM Connectivity Issues

Jan <var data-var='date'>23</var>, <var data-var='time'>22:30</var> PST Completed - The scheduled maintenance has been completed. Jan <var data-var='date'>23</var>, <var data-var='time'>19:30</var> PST In progress - Scheduled maintenance is currently in progress. We will provide updates as necessary. Jan <var data-var='date'>22</var>, <var data-var='time'>13:54</var> PST Scheduled - We will be performing a brief system migration on Friday, January 23 at 7:30 PM CST. During this time, password reset emails may be temporarily unavailable. All other functionality will remain unaffected. The maintenance window is expected to be short, and normal service will resume shortly afterward. Thanks for your patience.

Redtail Accounts - Scheduled Maintenance Notice

Nov <var data-var='date'>20</var>, <var data-var='time'>09:59</var> PST Resolved - This incident has been resolved. Nov <var data-var='date'>20</var>, <var data-var='time'>07:49</var> PST Monitoring - A fix has been implemented and we are monitoring the results. Nov <var data-var='date'>20</var>, <var data-var='time'>06:38</var> PST Investigating - Redtail platforms are currently experiencing intermittent issues. Some clients may experience slowness or difficulty accessing their accounts. Our team is actively working to restore full connectivity as quickly as possible. We apologize for the inconvenience and appreciate your patience as we work to resolve this issue.

Intermittent Access Issues with Redtail Platforms

Oct <var data-var='date'>21</var>, <var data-var='time'>05:15</var> PDT Resolved - This incident has been resolved. Oct <var data-var='date'>20</var>, <var data-var='time'>13:24</var> PDT Update - Redtail is beginning to see signs of recovery across our impacted systems following performance issues related to our third-party service provider, Amazon Web Services (AWS). Access to live chat (Gila) and phone (Twilio) support have been restored through our third-party providers. We continue to monitor progress closely and will keep you informed as further updates become available. Thank you for your patience and understanding as AWS and our team work to restore full service. Thank you for your patience and understanding. Oct <var data-var='date'>20</var>, <var data-var='time'>12:45</var> PDT Update - Redtail is beginning to see signs of recovery across our impacted systems following performance issues related to our third-party service provider, Amazon Web Services (AWS). Access to live chat is now restored via our third-party provider, Glia. Phone connectivity is still affected so we recommend live chat or the Redtail Support app for contacting Redtail service at this time. We continue to monitor progress closely and will keep you informed as further updates become available. Thank you for your patience and understanding as AWS and our team work to restore full service. Thank you for your patience and understanding. Oct <var data-var='date'>20</var>, <var data-var='time'>08:27</var> PDT Update - Glia services are currently unavailable due to the ongoing AWS outage, and phone connectivity is also affected through our third-party provider, Twilio. As a result, live chat is temporarily unavailable. We recommend submitting a case through the Redtail Support app as the primary method for contacting Redtail service at this time. Thank you for your patience and understanding. Oct <var data-var='date'>20</var>, <var data-var='time'>08:07</var> PDT Investigating - We’re currently experiencing issues with our phone support channels due to a disruption with Amazon Web Services (AWS), which is impacting Glia, our third-party provider. During this time, we recommend reaching out to Redtail’s Support Team via live chat or by submitting a ticket through our Helpdesk instead of calling. We’ll provide an update as soon as full functionality is restored. Thank you for your patience and understanding.

Phone Support Disruption Related to AWS Outage

Sep <var data-var='date'> 9</var>, <var data-var='time'>08:46</var> PDT Resolved - The issue that was causing errors when sending emails through Redtail-hosted Email has been resolved. Users should now be able to send emails without disruption. We appreciate your patience while our team worked to restore service. If you continue to experience any issues, please contact our support team for assistance. Sep <var data-var='date'> 9</var>, <var data-var='time'>07:55</var> PDT Monitoring - A fix has been implemented and we are monitoring the results. Sep <var data-var='date'> 9</var>, <var data-var='time'>07:19</var> PDT Investigating - Our engineers have identified the issue causing errors when sending emails through Redtail-hosted Email. We are working swiftly to restore full service. We appreciate your patience as we work to resolve this.

Redtail-Hosted Email – Issue Resolved

Sep <var data-var='date'> 2</var>, <var data-var='time'>14:30</var> PDT Resolved - This incident has been resolved. Sep <var data-var='date'> 2</var>, <var data-var='time'>11:19</var> PDT Investigating - We are aware that users are experiencing errors when logging into the CRM. Our team is actively investigating this issue.

Sep <var data-var='date'> 2</var>, <var data-var='time'>11:37</var> PDT Resolved - This incident has been resolved. Sep <var data-var='date'> 2</var>, <var data-var='time'>09:48</var> PDT Monitoring - A fix has been implemented and we are monitoring the results. If issues are still being experienced, please refresh your cookies and browser. Sep <var data-var='date'> 2</var>, <var data-var='time'>08:43</var> PDT Investigating - Some users are experiencing difficulties accessing their Redtail hosted email accounts. Our team is working to resolve the issue as quickly as possible. We appreciate your patience and will provide updates as soon as we have more information.

Redtail Email Services: Trouble Accessing Redtail

Jul <var data-var='date'>29</var>, <var data-var='time'>11:05</var> PDT Resolved - We’ve resolved the underlying issue that was preventing Activities, Workflows, and other items from loading, especially on the Today page. However, to ensure full functionality is restored on your device, you may still need to: 1. Flush your DNS settings 2. Clear your browser’s cache and cookies Helpful guides: Flush DNS - Windows (https://support.redtailtechnology.com/s/article/How-to-Flush-DNS-on-a-Windows-PC) Flush DNS - Mac (https://support.redtailtechnology.com/s/article/How-to-Flush-DNS-on-a-MAC) Clear browser cache - - Chrome (https://support.google.com/chrome/answer/2392709?visit_id=637529785914265530-3378717902&rd=1) - Edge (https://support.microsoft.com/en-us/windows/manage-cookies-in-microsoft-edge-view-allow-block-delete-and-use-168dab11-0753-043d-7c16-ede5947fc64d) - Firefox (https://support.mozilla.org/en-US/kb/clear-cookies-and-site-data-firefox?redirectslug=delete-cookies-remove-info-websites-stored&redirectlocale=en-US) - Safari (https://support.apple.com/guide/safari/clear-your-browsing-history-sfri47acf5d6/mac) We appreciate your patience and thank you for your continued partnership. Jul <var data-var='date'>29</var>, <var data-var='time'>07:26</var> PDT Investigating - We’re aware of an issue where Activities, Workflows, and other items may not load—particularly on the Today page. As a temporary workaround, please clear your DNS settings, followed by your browser’s cache and cookies, while we work to resolve the issue at scale. Helpful guides: - How to Flush DNS – Windows (https://support.redtailtechnology.com/s/article/How-to-Flush-DNS-on-a-Windows-PC) - How to Flush DNS – Mac (https://support.redtailtechnology.com/s/article/How-to-Flush-DNS-on-a-MAC) - How to Clear Browser History and Cache - Chrome (https://support.google.com/chrome/answer/2392709?visit_id=637529785914265530-3378717902&rd=1) - Edge (https://support.microsoft.com/en-us/windows/manage-cookies-in-microsoft-edge-view-allow-block-delete-and-use-168dab11-0753-043d-7c16-ede5947fc64d) - Firefox (https://support.mozilla.org/en-US/kb/clear-cookies-and-site-data-firefox?redirectslug=delete-cookies-remove-info-websites-stored&redirectlocale=en-US) - Safari (https://support.apple.com/guide/safari/clear-your-browsing-history-sfri47acf5d6/mac) We apologize for the inconvenience and appreciate your patience as we work toward a resolution.

Redtail CRM – Activities and Workflows Not Loading on Today Page

Jul <var data-var='date'>15</var>, <var data-var='time'>09:15</var> PDT Resolved - This incident has been resolved. Jul <var data-var='date'>15</var>, <var data-var='time'>08:18</var> PDT Investigating - Redtail is currently experiencing phone and live chat issues due to a disruption with our provider. In the meantime, please contact us at support@redtailtechnology.com. We will provide an update as soon as these systems are back online. Thank you for your patience.

Intermittent Connection Issues – Phone and Live Chat

Jul <var data-var='date'>15</var>, <var data-var='time'>08:01</var> PDT Resolved - This incident has been resolved. Jul <var data-var='date'>15</var>, <var data-var='time'>07:16</var> PDT Investigating - Redtail is currently experiencing phone and live chat issues due to a disruption with our provider. In the meantime, please contact us at support@redtailtechnology.com. We will provide an update as soon as these systems are back online. Thank you for your patience.

Jul <var data-var='date'> 9</var>, <var data-var='time'>08:34</var> PDT Resolved - Users seeing an error in the CRM can switch to Early Access as a workaround to resolve the issue and continue using the CRM without disruption. Jul <var data-var='date'> 9</var>, <var data-var='time'>07:27</var> PDT Investigating - We are currently investigating an issue affecting Redtail CRM. Our team is working to restore functionality as quickly as possible.

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Lastest published events

Redtail CRM Service Advisory: Background Job Processing Affecting Downloads and Bulk Operations

Service Disruption: 500 Error When Launching Imaging in CRM

Redtail CRM Contacts Error

Redtail Technology Services, Components and Regions

Recent Redtail Technology events

Redtail CRM Service Advisory: Background Job Processing Affecting Downloads and Bulk Operations

Service Disruption: 500 Error When Launching Imaging in CRM

Redtail CRM Contacts Error

Redtail CRM Contacts Error

Redtail CRM Login Issues

Black Diamond Account Data Sync Delays in Redtail CRM