Tour of the Contact Record [32:49]


The contact record in Redtail is the primary source of information in terms of what is going on in a contact’s life. But, did you know contact records also house privacy settings, memberships, emails, and more? We’ll go step-by-step to show you all the pages within a record so that you can better understand what may be important to implement for your office!

 Video not Loading? Unable to view YouTube? CLICK HERE

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk