All About Reminders! [23:28]

2016Webinars.jpgYour CRM has a multitude of ways for you to set important dates as well as remind you of those important dates as they come up. These reminders, however, act different than normal calendar activities. They serve as a quick, automated way to keep you up to date on what's going on in your CRM.

This recorded session offers an in-depth look at what different reminders you have available to you, where you can set them up, and where you can see them in the Tailwag version of Redtail CRM.

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

01:44 - Recently Viewed Contacts

01:54 - Contact Overview

02:09 - Contact Overview - Contact Details

02:46 - Calendar

03:32 - Quick Add

04:15 - Repeating Activities

05:27 - Change Site Preferences - Activity Management 

06:42 - Reminder Reports

09:33 - Today - Reminders

10:17 - Change Site Preferences - Reminders

14:35 - Calendar Colors

17:12 - Contact Overview - UDFs

17:26 - Contact Overview - Accounts

17:53 - Contact Overview - Client Review

18:23 - Workflows

20:05 - Advanced Search

21:32 - Advanced Search - Contact Options

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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