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Redtail Technology > News >
20 Jan 2022
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.
20 Dec 2021
Manage Your CRM – General Options
Manage your CRM: Understanding the “Switch Database” option
Category: Resources
Redtail offers many opportunities to customize your CRM; it also allows admin users to grant CRM access to switch-in users when needed.
17 Nov 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Report and Miscellaneous preferences
Category: Resources
Redtail offers many opportunities to customize your CRM, including the Report and Miscellaneous preferences you can suit to your needs.
21 Oct 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Email preferences
Category: Resources
Redtail offers many opportunities to customize your CRM, including Email preferences to establish your signature, photo, etc., for internal and Broadcast emails.
17 Sep 2021
Manage Your CRM – General Options
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.
06 Aug 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Notification Options preferences
Category: Resources
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Notification Options” preferences.
13 Jul 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Contact Record preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Contact Record” preferences.
22 Jun 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Calendar Management preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Calendar Management” preferences.
20 May 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Activity Management preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Activity Management” preferences.
10 May 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your General Options preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “General Options” preferences.