Virtual To-Do List- Calendar and Syncing [40:57]


How does using the calendar help you? The Redtail Calendar will help in maintaining client history, bringing together important dates and data, as well as pushing out information to your phone via Retriever. Learn calendar best practices and Retriever how-to's in this session.

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

02:11 - Quick Add Activity

11:39 - Recently Viewed Contacts

12:31 - Today - Activities

17:16 - Contact Overview

19:40 - Calendar

19:59 - Preferences

25:57 - Activities By Contact Report

32:11 - Retriever for Tailwag


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