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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 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 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.

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 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 May 2022 newsletter

Category: Monthly Newsletter

Read our May newsletter for info on the big Orion news, CRM release notes, our Managing Your CRM series, Best Paw Forward winners, 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 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 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.

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 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 April 2022 newsletter

Category: Monthly Newsletter

Read our April newsletter for our 2021 annual survey results, CRM mobile release notes, 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 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 Broadcast Emails and Email Templates

Category: Resources

Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Email Templates and Broadcast Emails.

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 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 March 2022 newsletter

Category: Monthly Newsletter

Read our March newsletter for an interview with Redtail CEO Brian McLaughlin about Redtail Speak, advisor lessons from Zombieland, 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 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 Team Notices and Web Links

Category: Resources

Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Team Notices and Web Links.

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 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 February 2022 newsletter

Category: Monthly Newsletter

Read our February newsletter for a new Manage Your CRM series post, new integrations, Best Paw Forward winners in January, 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 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 your Integrations

Category: Resources

Redtail offers many opportunities to customize your CRM; the integrations your office takes advantage of greatly extend those capabilities.

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 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 January 2022 newsletter

Category: Monthly Newsletter

Read our January newsletter for a new Manage Your CRM series post, new integrations, Best Paw Forward winners in December, and more.

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