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Redtail Technology > News >
02 Mar 2021
Redtail newsletter
Read Redtail’s March 2021 newsletter
Category: Monthly Newsletter
Check out Redtail's March newsletter for practice management tips, the February winner of our Best Paw Forward Photo Challenge, CRM updates, and more.
12 Feb 2021
Redtail CRM updates banner
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.
11 Feb 2021
Reason 4 - Blog Feature
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #4
Category: Resources
Your current tools aren’t cutting it. Tasks, processes, or appointments are falling through the cracks, and potentially damaging client relationships.
24 Nov 2020
Redtail CRM Mobile App
Release Note Focus: private activities can now be created from Redtail Mobile!
Category: New Features, Release Notes
You can now create/set privacy options for activities from the app. Also, style options for Note, Workflow, Opportunity, and Activity description text now available.
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.
28 Aug 2020
integration updates
New integration with Hubly!
Category: Integrations
This Hubly integration with Redtail CRM includes bi-directional contact sync and the use of tag groups to add contacts to Hubly workflows.
19 May 2020
Best Practices header
Practical Projects for Pandemic Downtime: Database Cleanup and Maintenance
Category: Best Practices
If we can help you bolster any area of your business through any of these suggestions, that will be pandemic downtime well spent.
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...
11 Mar 2020
Redtail CRM updates banner
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 other timesaving updates.