Your names, phone numbers, social security numbers, statuses, categories, and other fields only do you so much good as they are. Being able to take those fields and use them to segment your client base is what takes you from using a glorified rolodex to a full-fledged CRM.
Watch this recorded session to learn about the importance of Advanced Searching, what you can do with it, and how to apply it in your practice.
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.