Looking for more information on how to personalize the CRM for your username? You are in the right place! Many settings or preferences are available for each user. From changing the default Activity Type to adjusting what actions initiate an email notification within the CRM, this video is a great place to start.
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Click the link below for more information on each of the features covered in the video:
00:30 - Accessing Site Preferences
01:40 - Activity Management Preferences
03:05 - Contact Record Preferences
04:08 - Notification Options
04:42 - Reminders
05:13 - Searching
05:30 - Email Preferences
07:15 - Reports Disclosure Statement
07:26 - Miscellaneous
07:40 - Manage Your Integrations
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.