Relationships can be set up under one of two umbrellas in Redtail, as either a family relationship or a membership! Setting up family and memberships is essential to your front-end CRM work that affects mailings, paperwork, and overall customer service. Join us to learn the differences between the two and the best practices for both!
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01:30 - Recently Viewed
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01:50 - Household Recommendations
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02:15 - Edit an Existing Family
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03:44 - Contact Card
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05:30 - Show Family Notes
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06:59 - Show Family Accounts
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11:57 - Creating a New Family
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15:10 - Memberships
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21:08 - Common Tasks
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23:03 - Adding Professional Contacts
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