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Business Hours Sales:
Mon-Fri 8am-4pm
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Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
16
Jul
2021
Release Note Focus: Preferred gender pronouns can now be added to contact records
Category: Release Notes
In Redtail CRM you can now add preferred gender pronouns for contacts within the Basic Information area of their records.
29
Jun
2021
Release Note Focus: new calendar filter
Category: Release Notes
Filter your Redtail CRM Calendar by a word or phrase to quickly pinpoint a specific calendar item or items.
08
Jun
2021
Release Note Focus: Users can now restore deleted Workflow Templates
Category: Release Notes
Restore any deleted workflow templates in your Redtail CRM database quickly and easily with only a few clicks (and no support) required.
15
May
2021
Release Note Focus: Updates to the Workflow Template creation process
Category: Release Notes
The Redtail CRM workflow template creation and editing process has been streamlined to reduce clicks and keep everything relevant on one page
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.
20
Aug
2020
Release Note Focus: Updated look for Redtail CRM’s login and subscription pages
Category: Release Notes
The primary Redtail CRM updates of note this week are look and feel updates to our login and subscription pages.
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!
06
Aug
2020
Release Note Focus: Two highly requested Redtail mobile updates just released!
Category: New Features, Release Notes
We're excited to announce that contact photo uploads and repeating activity creation and editing are now available within Redtail's mobile app!