When you access a contact record in Redtail, you'll notice new menu items under Contact in your Left Menu Bar as well as new menu items beneath your Top Right Menu Bar (these menu items only appear when within a contact record and we'll discuss these later in this post, along with the Left Menu Bar options):
There are a number of areas present on the Contact Overview page itself and you can read more about each of them at the links below, when an explanation is not provided here):
- Basic Information
- At A Glance — this area beneath your contact's Basic Information gives you a quick idea of their next Review Date, next Activity, last Activity, number of Past Due Activities, number of Active Workflows and their Portfolio Balance:
Clicking any of these will take you to the relevant area within the contact's record dealing with that information.
- Past Due and Next 30 / Latest Notes - this area allows you to toggle between viewing open activities falling in that time range and the most recent notes added to the contact's record.
- Contact Card
- Contact Details
- Departments - present in all Contact Types other than Individual
- Tab between a contact's Keywords and Tag Groups / User Defined Fields / Financials / Important Information / and Miscellaneous Client Info.
- Open Workflow Tasks
Now, let's take a look at the menu bars on the Contact Overview, beginning with the Left Menu Bar:
At the top of this menu, you'll see the name of the contact record with which you're currently working. In our example above, that would be Anthony Stark.
Next, you'll see links to various areas within the contact's record. The links below detail those areas:
- Know Your Client
- Email History
- Permissions / Roles
The other menu that is only available when within a contact record displays beneath your Top Right Menu Bar:
The first icon in this menu will allow you to update the information about the contact that can be displayed in the Basic Information section, including Salutation, First Name, Middle Name, Last Name, Suffix, Nickname, Designations, Job Title and Employer. You'll also see an option to change the contact type of the record.
The second icon in this menu allows you to quickly edit, delete or take other actions with information from the client's Contact Card. If you click it, you would see something like the below:
While Email and Website addresses are links, you also have other options for each of these fields using the Actions menu at the end of each row. As but one example, were you to click the Actions menu at the end of the Home Address row, you'd see the below options:
The third icon in this menu allows you to view/edit Important Information entered for the contact. You can learn more about this here.
The fourth icon brings up your Common Tasks menu for the Contact. You can learn more about this here.