How do I change my default login screen for Redtail CRM?

By default, upon logging into Redtail you first land upon your Today's Overview page.  While this will probably suit most users' needs, you do have the option to change your landing page.

To do so, click on the Manage Your Account menu and select Change Site Preferences:




The first section you'll see on the Change Site Preferences page is General Options:




There you will find an option to change your Default Login Screen.  If you click the menu box, you'll see your Default Login Screen options:




If you'd prefer for your default landing page upon Login to be your main Calendar page (or any of the other pages listed here), just click your selection and then click Save in the upper right corner of the General Options box.  Going forward, when you login to Redtail you will begin your session upon the page you've designated here.

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