Site Preferences & Integrations [9:17]


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

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