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Contact: 800-206-5030
support@redtailtechnology.com
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
06
Aug
2020
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
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
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
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
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.
14
May
2020
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
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
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
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
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.