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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
Ext. 4
21
Apr
2022
Manage your CRM: Manage Activity Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Activity Templates in Redtail CRM.
06
Jul
2021
Read Redtail’s July 2021 newsletter
Category: Monthly Newsletter
Read our July newsletter for updates to the Redtail Calendar, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more . . .
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.
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.
11
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #4
Category: Resources
Your current tools aren’t cutting it. Tasks, processes, or appointments are falling through the cracks, and potentially damaging client relationships.
20
Oct
2020
Redtail CRM Calendar and Activity Management Resources
Category: Resources
If you have any questions about Redtail activity management or your calendar, check out this resource designed to assist you.
14
Sep
2020
Updated integration with Appointment Reminder!
Category: Integrations
With the updated integration, Appointment Reminder will allow you to schedule calls with clients, based upon what is available in your Redtail Calendar, and then add new activi...
27
Sep
2019
Retriever Cloud for Google is now available!
Category: New Features
Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Google.
10
Apr
2019
Retriever Cloud for Office 365 is now available!
Category: New Features
Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Office 365.