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Redtail Technology
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New Features
21
Mar
2024
Release Note Focus: Redtail Fresh CRM Update
Category: New Features, Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
29
Jan
2024
Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync
Category: New Features, Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
28
Nov
2023
Release Note Focus: Redtail Imaging’s New Folder Sharing Feature
Category: New Features, Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
24
Jan
2023
Release Note Focus: Reminders are now accessible in Redtail Mobile!
Category: New Features, Release Notes
You can now access and view your CRM Reminders when using the Redtail app, as well as completing Workflows Tasks from those Reminders.
29
Apr
2022
Release Note Focus: Saved Report Filters are now available in Redtail CRM!
Category: New Features, Release Notes
You can now save your Standard Report Filters as Saved Filters for repeated use within Redtail CRM.
24
Mar
2022
Release Note Focus: note templates and follow-up activities now available in Redtail Mobile!
Category: New Features, Release Notes
You can now select note templates and create follow-up activities during note creation when using the Redtail app.
12
Feb
2021
Release Note Focus: Workflow updates for Action menus and more
Category: New Features, Release Notes
Workflow action menus now accessible in more places, task descriptions are available via hover, and new calendar color coding options are present.
24
Nov
2020
Release Note Focus: private activities can now be created from Redtail Mobile!
Category: New Features, Release Notes
You can now create/set privacy options for activities from the app. Also, style options for Note, Workflow, Opportunity, and Activity description text now available.
21
Sep
2020
Release Note Focus: Workflows and Contact Favorites added to Redtail Mobile!
Category: New Features, Release Notes
You can now access, edit, and/or complete your Workflow Tasks in Redtail Mobile. We've also added contact favorite visibility in the app.
07
Aug
2020
Release Note Focus: Favorite Reports? Check! And that’s just the beginning of this week’s updates!
Category: New Features, Release Notes
Redtail CRM has added the ability to mark reports as favorites, plus local time zones for contacts, new custom export fields, and more!
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Recent Posts
Release Note Focus: Redtail Fresh CRM Update
Redtail’s Best Paw Forward Photo Challenge January 2024 winner
Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync
Redtail’s Best Paw Forward Photo Challenge December 2023 winner
New integration with FDC Plan on Purpose!
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