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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!
23 Jul 2020
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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
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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 eve...
25 Jun 2020
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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...
14 May 2020
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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
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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 Activi...
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.
02 Apr 2020
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Release Note Focus: Reminder Actions and New Help Links
Category: Release Notes
Several CRM updates (Reminder Actions, Help Links, Held Away Asset charts) were released last night that we wanted to put on your radar.
11 Mar 2020
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Release Note Focus: From Popups to Pulldowns
Category: Release Notes
We released some updates to Redtail CRM that change up the navigation a bit from your top right menu bar in the CRM, as well as a couple of oth...