'Tis the Season: Staying Mobile During the Holidays [26:24]


Holidays can be hectic, but business must go on as much as your clients need. Being able to conduct business as usual at holiday parties, client meetings or shopping with your on-the-go options will provide a valuable advantage to making sure your clients are always taken care of.

In this session, we’ll be covering different ways to access your Redtail data while mobile using the NEW Mobile app as well as the Mobile browser and utilizing Retriever and your iCal options.

Video not Loading? Unable to view YouTube? CLICK HERE

Click the link below for more information on each of the features covered in the video:

01:30 - Responsive Design

03:35 - Today - Activities

04:55 - Recently Viewed Contacts

05:16 - Contact Overview

05:52 - Navigation

06:10 - Calendar

06:30 - Retriever for Tailwag

07:36 - iCal Feed Calendar Push

10:15 - Redtail CRM Tailwag Mobile App

Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here


Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request


Powered by Zendesk