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Redtail Technology > News > customization

Manage Your CRM – General Options

<img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/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 data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/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 data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/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.

Redtail Blog Feature Graphic - Newsletter Release

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" />

Read Redtail’s September 2022 newsletter

Category: Monthly Newsletter

Read our September newsletter for information on our enhanced Redtail-Orion integration, a new Managing Your CRM series post, and more.

Manage Your CRM – General Options

<img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/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.

Redtail Blog Feature Graphic - Newsletter Release

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" />

Read Redtail’s August 2022 newsletter

Category: Monthly Newsletter

Read our August newsletter for information on a new Speak feature, a new Managing Your CRM series post, Quik! integration updates, and more.

Manage Your CRM – General Options

<img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/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 Blog Feature Graphic - Newsletter Release

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" />

Read Redtail’s July 2022 newsletter

Category: Monthly Newsletter

Read our July newsletter for new articles by both our Director of Training and our Co-Founder, a new Managing Your CRM series post, and more.

Manage Your CRM – General Options

<img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-src="https://corporate.redtailtechnology.com/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" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img class="" src="https://corporate.redtailtechnology.com/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.

Redtail Blog Feature Graphic - Newsletter Release

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2021/11/Blog-Feature-Graphic-Newsletter-Release-350x260.jpg" width="350" height="260" alt="Redtail Blog Feature Graphic - Newsletter Release" title="Redtail Blog Feature Graphic - Newsletter Release" />

Read Redtail’s June 2022 newsletter

Category: Monthly Newsletter

Read our June newsletter for 2022 T3 Survey results, new How to Handle and Managing Your CRM series posts, Best Paw Forward winners, and more.

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