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How do I add a contact's Web Address to their record?

Contact web addresses are stored within Redtail on their Contact Card, which is accessible for viewing as a popup from the Top Right Menu Bar or for viewing and editing on their Contact Overview page:

To view a contact's Contact Card popup from anywhere in their record, click the Contact Card icon in the Top Right Menu Bar: 

 

If you are on a Contact's Overview page, you can view and edit their Contact Card on the page itself: 

 

In our example above, this contact already has one web address added to their record. Let's take a look at adding a new one.

To add a new web address, click the Add button in the top right corner of the Contact Card and select "Website": 

 

You'll then see an Add New Website modal: 

 

Website Type: click inside this box to select from available website Types.

Website Address: enter the URL of the website here.

Custom Title: you can provide a custom title for the web address here. Your custom title will show up on the Contact Card in place of the Website Type you selected. As an example of how you might use this, you might enter the name of your contact's place of employment as a custom title for a work website.

A completed version of this dialog might look like the below: 

When finished entering your information, just click "Add New Website". If you then look at the Contact Card, it might look like the below: 

 

It's easy to pick out the web addresses on the Contact Card because of the icon to their left. But, note that, with Custom Types, it's also easy to see at a glance which web address you might be looking for. If you were looking for information related to this contact's job with The Daily Bugle, you'd be able to pick that web address out quickly and easily.

Now, let's take a quick look at what Actions are available for an existing web address from the Actions menu at the end of their row: 

 

In this case, we've clicked the Actions menu for the Web Address listed as "The Daily Bugle" for the Custom Title.

  • Edit — this brings up the same dialog you see when adding a Web Address, allowing you to make edits to any of those fields you previously entered for this address.
  • Timeline — displays a history of changes to the web address within your database.
  • Delete — removes the web address from your database. 
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