Below is a summary of recent Release Note Highlights:
- Added Rollover All option to the Dashboard Calendar — click the Selected option in the Calendar's header bar and you'll see the option to Rollover All Past Due Items.
- View client reviews on the calendar — this option is now available from the Actions widget on your Calendar.
- Additional context-sensitive help introduced within CRM — Details are here.
- When performing multiple deletes from the Dashboard Calendar, you now have to type the word "DELETE" to confirm mass deletion — put in place to help prevent accidental bulk deletion of items from your calendar.
- Added the option for Next Record, Previous Record and Return To Search from all Advanced Searches — previously only available for use with results from a manual search. Now available with QuickLists, Tag Groups or other groups of contacts sent to your Search page.
- New Advanced Search fields available — Family Relationship Label, Input By, Net Worth, Professional Contacts (CPA, Doctor, Attorney, Insurance Agent or Other)
- Added support for Laser App Anywhere.
- New version (1.0.4) of Redtail CRM for mobile devices available in App Store and Google Play.
- Multiple bug fixes across the application.