Resources Archives - Redtail Technology

Contact: 800-206-5030

support@redtailtechnology.com

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

Login

Free Trial

Redtail Technology > News > Resources

Manage Your CRM – General Options

<img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

Manage your CRM: Manage Database Contact Lists

Category: Resources

Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Contact Lists to reflect the terminology used in your office.

Manage Your CRM – General Options

<img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

Manage your CRM: Manage Database Account Lists

Category: Resources

Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Account Lists to reflect the terminology used in your office.

Manage Your CRM – General Options

<img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

Manage your CRM: Manage Workflow Templates

Category: Resources

Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Workflow Templates in Redtail.

Manage Your CRM – General Options

<img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

Manage your CRM: Manage Note Templates

Category: Resources

Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Note Templates in Redtail.

Manage Your CRM – General Options

<img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

Manage your CRM: Manage Mail Merge Templates

Category: Resources

Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Mail Merge Templates in Redtail.

Redtail Resources graphic

Redtail CRM Client Account Management Resources

Category: Resources

If you have any questions about Redtail client account management, a good place to begin seeking answers is this resource designed to assist you.

How to Handle Feature

<img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="How to Handle Feature" />

Tips from Redtail’s Training Team: How to Handle . . . Employee Departure

Category: Resources

Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your employees leaves your firm.

Manage Your CRM – General Options

<img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

Manage your CRM: Manage Custom Export Templates

Category: Resources

Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Custom Export Templates in Redtail.

How to Handle Feature

<img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/08/How-to-Handle_Blog-Image_Resized-scaled-350x260.jpg" width="350" height="260" alt="How to Handle Feature" title="How to Handle Feature" />

Tips from Redtail’s Training Team: How to Handle . . . Client Death

Category: Resources

Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your clients passes away.

Manage Your CRM – General Options

<img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" />

Manage your CRM: Manage Automations

Category: Resources

Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Automation Templates in Redtail CRM.

1
2
3
…
5
NEXT