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Dashboard Reminders
24
Jan
2023
Release Note Focus: Reminders are now accessible in Redtail Mobile!
Category: New Features, Release Notes
You can now access and view your CRM Reminders when using the Redtail app, as well as completing Workflows Tasks from those Reminders.
17
Sep
2021
Manage your CRM: How to customize your Dashboard Reminders and Searching preferences
Category: Resources
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Dashboard Reminders" and "Searching" preferences.
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