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An Overview of the Contact Overview

When you access a contact record in Redtail, you'll notice a new heading menu in your navigation bar, labeled Contact Overview (this heading only appears when within a contact record and you can read more about navigation menus here) :

 

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There are a number of areas present on the Contact Overview page and we'll consider each of them individually in separate posts.  With two exceptions (Basic Information and Common Tasks), you can minimize or expand each of the sections on this page by clicking on the arrow to the left of the section name:

 

The individual sections present on this page are discussed at the links below:

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