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Release Notes — February 19, 2013

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.
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