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Database Lists and the Contact Record [23:53]

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With Redtail you can customize the system to reflect the way your firm labels the various items that relate to your business. By customizing the way that list items are named to match the naming conventions already in place within your business, you'll help to achieve efficiency within your business.

Click the link below for more information on each of the features covered in the video: 

00:30 - Searching Contacts

00:55 - Contact Details

02:00 - Manage your Account and Admin vs. Non-Admin Users

02:20 - Database Lists

07:00 - Contact Options 

07:40 - Bulk Contact Status Change

08:15 - Bulk Contact Category Change

09:50 - Keywords

11:00 - User Defined Fields

14:40 - Activity Types and Activity Categories

17:15 - Recently Viewed Icon

17:50 - Keywords and User Defined Fields on the Contact Record

19:24 - Important Information

20:54 - Contact Overview 

Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here

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