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Redtail Technology > News >
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!
06 Aug 2020
Redtail CRM Mobile App
Release Note Focus: Two highly requested Redtail mobile updates just released!
Category: New Features, Release Notes
We're excited to announce that contact photo uploads and repeating activity creation and editing are now available within Redtail's mobile app!
23 Jul 2020
Redtail CRM updates banner
Release Note Focus: Two new bulk actions available!
Category: New Features, Release Notes
Redtail CRM has added the ability to make bulk changes to Form CRS Dates. Also, users can now remove role assignments in bulk.
14 Jul 2020
Redtail CRM updates banner
Release Note Focus: More updates aimed at Reg BI compliance
Category: New Features, Release Notes
Redtail CRM has new updates centered around Note, Document, and Account linkage to assist further with Reg BI compliance.
01 Jul 2020
Redtail CRM Mobile App
Release Note Focus: Seminars are now accessible in Redtail CRM’s mobile app
Category: New Features, Release Notes
We're excited to announce that Seminars are now accessible in the Redtail CRM Mobile app, streamlining on-the-go event management more than ever before!
25 Jun 2020
Redtail CRM updates banner
Release Note Focus: Your Favorite Contacts
Category: Release Notes
Last night we rolled out updates that allow you to "Favorite" contacts within your Redtail CRM database. As with other lists, you can take bulk actions with these contacts.
12 Jun 2020
Thank you
Redtail tops RIA in a Box’s CRM Category in their annual survey
Category: Awards/Recognition, Survey
We are always thrilled to be recognized as a leader in this industry and humbled by the trust Redtail CRM subscribers place in us.
14 May 2020
Redtail CRM updates banner
Release Note Focus: Database Lists, Alerts, Search, and a Help Center page
Category: Release Notes
Redtail CRM updates include database list updates, alert sound updates, contact search updates and a new Help Center page.
30 Apr 2020
Redtail CRM updates banner
Release Note Focus: Workflow, Client Review, and Activity Scheduling Updates
Category: Release Notes
Included in updates we rolled out last night are greater flexibility and control when selecting Workflow Target Dates, Monthly Repeating Activity dates, and Client Review Dates...
27 Apr 2020
Redtail CRM Mobile App
Release Note Focus: Redtail CRM App’s Contact Card Icon Updates
Category: Release Notes
Recent updates to the mobile app provide both visual cues and greater flexibility with regard to icons on display at the top of Contact Cards.