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Redtail Technology > News > Redtail CRM

Redtail CRM updates banner

<img data-srcset="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/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: 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="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="https://corporate.redtailtechnology.com/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.

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.

Redtail CRM updates banner

<img data-srcset="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="https://corporate.redtailtechnology.com/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.

Redtail CRM updates banner

<img data-srcset="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="https://corporate.redtailtechnology.com/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.

Redtail CRM updates banner

<img data-srcset="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-srcset="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2020/03/crm-updates-blog-banner-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/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="https://corporate.redtailtechnology.com/wp-content/uploads/2021/05/Manage-Your-CRM-–-General-Options-350x260.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img class="" src="https://corporate.redtailtechnology.com/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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