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Redtail Technology > News > release notes

Blog Feature Graphics Speak Updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-350x260.jpg" width="350" height="260" alt="Blog Feature Graphics Speak Updates" title="Blog Feature Graphics Speak Updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-350x260.jpg" width="350" height="260" alt="Blog Feature Graphics Speak Updates" title="Blog Feature Graphics Speak Updates" />

Release Note Focus: Merge fields now available for Broadcast Messaging in Redtail Speak

Category: Release Notes

We continue to add new features to Redtail Speak, with the latest being the addition of merge fields for broadcast messaging!

Blog Feature Graphics Speak Updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-350x260.jpg" width="350" height="260" alt="Blog Feature Graphics Speak Updates" title="Blog Feature Graphics Speak Updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-350x260.jpg" width="350" height="260" alt="Blog Feature Graphics Speak Updates" title="Blog Feature Graphics Speak Updates" />

Release Note Focus: Redtail Speak now offers Broadcast Messaging

Category: Release Notes

We continue to add new features to Redtail Speak and the latest addition is one of the most highly requested by users: broadcast messaging!

Blog Feature Graphics Release Note Focus

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Release-Note-Focus-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Release-Note-Focus-350x260.jpg" width="350" height="260" alt="Blog Feature Graphics Release Note Focus" title="Blog Feature Graphics Release Note Focus" />

Release Note Focus: Saved Report Filters are now available in Redtail CRM!

Category: New Features, Release Notes

You can now save your Standard Report Filters as Saved Filters for repeated use within Redtail CRM.

Blog Feature Graphics Release Note Focus

<img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Release-Note-Focus-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Release-Note-Focus-350x260.jpg" width="350" height="260" alt="Blog Feature Graphics Release Note Focus" title="Blog Feature Graphics Release Note Focus" />

Release Note Focus: note templates and follow-up activities now available in Redtail Mobile!

Category: New Features, Release Notes

You can now select note templates and create follow-up activities during note creation when using the Redtail app.

Blog Feature Graphics Speak Updates

<img data-srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-700x520.jpg 2x" data-src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-350x260.jpg" width="350" height="260" alt="Blog Feature Graphics Speak Updates" title="Blog Feature Graphics Speak Updates" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 350px; --smush-placeholder-aspect-ratio: 350/260;" /><noscript><img srcset="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-700x520.jpg 2x" class="" src="https://corporate.redtailtechnology.com/wp-content/uploads/2022/01/Blog-Feature-Graphics-Speak-Updates-350x260.jpg" width="350" height="260" alt="Blog Feature Graphics Speak Updates" title="Blog Feature Graphics Speak Updates" />

Release Note Focus: Redtail Speak is all new in 2022!

Category: Release Notes

Redtail Speak is all new in 2022, with great new features such as Message Templates, Message Scheduling, Out of Office options, and much more!

Redtail CRM updates banner

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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.

Redtail CRM updates banner

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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.

Redtail CRM updates banner

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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.

Redtail CRM updates banner

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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

Redtail CRM updates banner

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Release Note Focus: Workflow updates for Action menus and more

Category: New Features, Release Notes

Workflow action menus now accessible in more places, task descriptions are available via hover, and new calendar color coding options are present.

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