We at Redtail want to take this opportunity to wish each of you a fantastic Thanksgiving. As we take the time to pause and reflect upon all the many, many things for which we are thankful, we hope this Thanksgiving finds you healthy, happy and among loved ones. And now, a few links that may [...]
Archive | Holiday
RSS feed for this sectionIncrease Client Loyalty Through the Gift of Giving
Mike Byrnes has a piece up at On Wall Street that lists ten tips for planning a charitable event this holiday season. It’s the perfect opportunity to show your community, and your clients, that you care. You can read the piece here.
'Tis the Season
It’s that time of year again, when the leaves have fallen off the trees and the weather is getting chilly outside and when Holiday decorations of all kinds are all around. Most of you don’t know this, but I took on the adventure of moving from Northeast Ohio to Sacramento, California when I joined Redtail [...]
Addressing Letters to Both Spouses in Mail Merges
With the holiday season upon us, I thought it might be a good time to provide instruction on how to set up the merge fields in a letter template so that you can include the name of both husband and wife in the salutation field. The biggest issue users typically encounter is how to make [...]
Happy Thanksgiving!
From all of us here at Redtail to all of our truly valued subscribers, have a wonderful Thanksgiving holiday. Among the many, many things that we are thankful for this Thanksgiving, we are certainly thankful to have such a fantastic community of Redtail users. We wish the best to all of you as we celebrate [...]