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Redtail Technology > News >
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.
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!