Follow

Redtail Release Notes Recap - Summer 2017 [25:35]

MonthluUpdates_header.jpg

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

00:40 - Release Notes

01:35 - Contact Overview - Common Tasks

02:19 - Emails By Contact Report

03:43 - Opportunity Tracker

04:18 - Notes By Contact Report

06:42 - Quick Add Activity

07:19 - Calendar

09:05 - Today - Activities

10:00 - Accounts - Ownership

11:49 - Transaction Report

12:25 - Mail Merge from a Contact Record

14:53 - Contact Overview - Contact Details

15:42 - Contact Overview - Contact Card

17:58 - User Defined Fields (UDFs) 

18:58 - Advanced Search

19:42 - Automations

21:18 - Seminars

23:19 - Workflows

helpdesk_VIDEOfooter.jpg

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk