Happy Birthday! Best Practices for Recognizing that Special Day! [21:39]


What’s one way to make your client feel special? Let them know you are thinking about them on their date of birth! Birthdays are easily trackable within your Redtail CRM, and we're here to give you some helpful Tips and Tricks regarding them.

We'll also share with you some of the best industry practices in regards to reaching out to your clients for their birthday!

Whether your process is to make a phone call, send an email or send a mailing... we discuss birthday monitoring and distribution in this recorded session in all facets and details!

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

01:43 - Contact Overview - Contact Details 

02:32 - Enable/ Disable Birthday Reminders

02:58 - Preferences

04:20 - Preferences - Reminders

04:53 - Today - Reminders

09:38 - Birthday Reminder Report

10:21 - Advanced Search - Contact Options

11:20 - Advanced Search

15:41 - Advanced Search - Bulk Actions

16:33 - Enable/ Disable Birthday Reminders in Bulk

18:12 - Recently Viewed Contacts

18:46 - User Defined Fields (UDFs)

19:36 - Custom Exports 

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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