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Release Note Focus: From Popups to Pulldowns

Category: Release Notes
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We made several CRM updates recently we wanted to make you aware of:

  1. The shortcut icons in the top right area of your CRM (Add, Integrations, Contact, Alerts, Help & Resources) now produce pulldown menus when you hover over them (rather than displaying popup modals upon a click).:dropdown menu
  2. Client Anniversary Reminders are now included on the Reminders tab of your Dashboard.
  3. My Workflow Tasks, accessible from your Dashboard, now offer you the ability to send Linked Contacts from a Workflow directly to your Search page (where you can report on or take other bulk actions with those linked contacts).
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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.