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Redtail Technology > News >
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.
07 Aug 2020
Redtail CRM updates banner
Release Note Focus: Favorite Reports? Check! And that’s just the beginning of this week’s updates!
Category: New Features, Release Notes
Redtail CRM has added the ability to mark reports as favorites, plus local time zones for contacts, new custom export fields, and more!