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Redtail Technology > News >
17 Sep 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Dashboard Reminders and Searching preferences
Category: Resources
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Dashboard Reminders" and "Searching" preferences.
06 Aug 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Notification Options preferences
Category: Resources
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Notification Options” preferences.
29 Sep 2020
Redtail Resources graphic
Redtail CRM Workflow Resources
Category: Resources
If you have any questions about Redtail workflows, check out this workflows resource with links to documentation and recorded webinars, as well as an FAQ.
21 Sep 2020
Redtail CRM Mobile App
Release Note Focus: Workflows and Contact Favorites added to Redtail Mobile!
Category: New Features, Release Notes
You can now access, edit, and/or complete your Workflow Tasks in Redtail Mobile. We've also added contact favorite visibility in the app.