Coming to a Redtail University soon? Makes sure that you watch the Basics 101 series to refresh yourself on some of the basic functions and beginning steps that will be used and referenced during your time at RTU!
Not familiar with Redtail University? Learn more here!
This video covers the important subject of setting User Preferences! Your preferences are what make your database YOURS! They are unique to each and every user.
Click the link below for more information on each of the features covered in the video:
00:13 - User Preferences
01:04 - General Options
02:28 - Activity Management
05:55 - Contact Record
06:03 - Notification Options
07:22 - Reminders
07:48 - Searching
08:22 - Broadcast Email Preferences
11:42 - Report Options
11:54 - Miscellaneous
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.