Redtail Essentials: Tour of the Contact Record [49:02]

Let’s take a tour of the Contact Record. The Contact Record is the primary source of information in terms of of what is going on in the contact’s life. But, did you know contact records house permissions, memberships, emails, and more? We’ll go step-by-step to show you all the pages within a record so you can pick and choose what’s important to implement for your office! 

Topics Covered:
Common Tasks 
Contact Card 
Contact Details 
Contact Navigation 

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• 01:00 - Tracking Client Birthdays
• 02:34 - Contact Overview: Contact Details 
• 05:18 - Contact Overview: Edit Basic Information
• 05:53 - Adding a Photo to Individual Contact Records
• 06:50 - Contact Overview: Contact Card
• 07:49 - Contact Overview: Important Information
• 10:10 - Contact Overview: Common Tasks
• 11:37 - Personal Profile Form
• 14:57 - Contact Menu: Know Your Client
• 15:33 - Contact Overview: Activities
• 18:37 - Contact Overview: Family
• 22:23 - Contact Menu: Workflows
• 24:18 - Contact Overview: Activities and Notes
• 24:56 - Quick Add
• 25:20 - Working with Notes
• 27:52 - Shared Family Contact Card Information
• 32:51 - Handling Client Deaths
• 36:21 - Contact Overview: One Look Section
• 44:53 - Contact Menu: Accounts
• 45:10 - CRM Document Storage
• 47:06 - Contact Menu: Memberships
• 47:29 - Contact Menu: Timeline