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!
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
14:36 - Mail Merge
14:48 - Contact Overview - Common Tasks