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Redtail Technology > News > Redtail CRM

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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.

Manage Your CRM – General Options

<img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="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.

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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.

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<img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" width="350" height="260" alt="Redtail CRM updates banner" title="Redtail CRM updates banner" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" width="350" height="260" alt="Redtail CRM updates banner" title="Redtail CRM updates banner" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" width="350" height="260" alt="Redtail CRM updates banner" title="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.

Manage Your CRM – General Options

<img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="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.

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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.

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<img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" width="350" height="260" alt="Redtail CRM updates banner" title="Redtail CRM updates banner" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" width="350" height="260" alt="Redtail CRM updates banner" title="Redtail CRM updates banner" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" width="350" height="260" alt="Redtail CRM updates banner" title="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.

Manage Your CRM – General Options

<img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="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.

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<img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" width="350" height="260" alt="Redtail CRM updates banner" title="Redtail CRM updates banner" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" width="350" height="260" alt="Redtail CRM updates banner" title="Redtail CRM updates banner" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" width="350" height="260" alt="Redtail CRM updates banner" title="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

Manage Your CRM – General Options

<img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="350" height="260" alt="Manage Your CRM – General Options" title="Manage Your CRM – General Options" data-src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="//d1m5p6svuhetcy.cloudfront.net/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" width="350" height="260" alt="Manage Your CRM – General Options" title="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.

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