Redtail CRM Preferences! [23:49]


Do you want to log in and see your upcoming and past due activities?

Do you want to see birthdays 30 days in advance or one week?

This, and much, much more, can be adjusted based on your own needs through Preferences. Learn the best practices and suggestions proven most valuable in the working advisory office.

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

00:49 - Preferences

01:15 - General Options

03:13 - Activity Management

06:12 - Contact Record Options

07:44 - Notification Options

10:36 - Reminders

12:33 - Searching Options

14:07 - Email Options

18:03 - Report Options

19:37 - Miscellaneous 

21:29 - Dropbox Files and Database Backups


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