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Keywords vs. User Defined Fields [37:31]

Wanting to take your CRM to the next level by inputting even more detailed client data? Want to get a little bit more specific with your clients beyond their Statuses and Categories? Watch this recorded webinar to learn about all the aspects of Keywords and UDFs, including how to create, add, and search by them!

 

 

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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