We say if it’s not in Redtail it never happened!
But where do you keep those things about a client that you want to sit at the top of your radar?
You can choose to add in a Note with an Important Category, you can choose to pin a Note to lock it at the top, or you can use the Important Information button.
Find out what works best for you so you can always remember those important things about a client.
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Click the link below for more information on each of the features covered in the video:
02:08 - Important Information
05:30 - Notes
07:41 - Keywords
08:45 - User Defined Fields
11:29 - Adding Professional Contacts
13:06 - Manage Database List
16:00 - Contact Card
18:23 - Team Notices