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Contact Overview Menu: Licensing

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

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Here, we'll look at the Licensing option under this menu:

 

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This link takes you to your Contact Record's Licensing page, where you can add their Licensing Information, Firm History, Appointments and Firm History:


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Above you can see the type of information you can track here about a contact's Licensing.  Just click the Edit button to make changes.

Below you can see the fields you can track for Firm History, Appointments and FINRA History - just click the Add option within any of these sections to enter any of this information:


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