All in the Family [16:26]


Contacts represented in the family feature of Redtail include baked in features!

Redtail assumes anyone listed under the Family section will be served as a unit under what Redtail calls, the Head of Household. Because of this link, learn how the system will share contact level information as well as financial level information between members!

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

00:32 - Contact Overview

00:40 - Contact Overview - Family

05:23 - Contact Overview - Notes

07:06 - Contact Overview - Accounts

08:51 - Quick Add

10:26 - Advanced Search

12:01 - Advanced Search - Contact Options

14:36 - Mail Merge

14:48 - Contact Overview - Common Tasks


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