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