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Redtail Technology > News >
16 Jul 2021
Redtail CRM updates banner
Release Note Focus: Preferred gender pronouns can now be added to contact records
Category: Release Notes
In Redtail CRM you can now add preferred gender pronouns for contacts within the Basic Information area of their records.
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.
09 Jul 2021
Best Practices header
Practice Management Takeover with Amanda Jarvis, Senior Business Consultant with Cetera Financial Group, on July 13
Category: Best Practices
Join us as we explore how to successfully segment your clients and set up service offerings. Register now for this webinar with Amanda Jarvis.
29 Jun 2021
Redtail CRM updates banner
Release Note Focus: new calendar filter
Category: Release Notes
Filter your Redtail CRM Calendar by a word or phrase to quickly pinpoint a specific calendar item or items.
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.
09 Jun 2021
Redtail Resources graphic
Ten Questions to Evaluate a CRM System
Category: Resources
Redtail CEO Brian McLaughlin's questions for approaching CRM evaluation offer guidance for choosing this integral piece of your tech stack.
08 Jun 2021
Redtail CRM updates banner
Release Note Focus: Users can now restore deleted Workflow Templates
Category: Release Notes
Restore any deleted workflow templates in your Redtail CRM database quickly and easily with only a few clicks (and no support) required.
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.
15 May 2021
Redtail CRM updates banner
Release Note Focus: Updates to the Workflow Template creation process
Category: Release Notes
The Redtail CRM workflow template creation and editing process has been streamlined to reduce clicks and keep everything relevant on one page
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.