How to Tackle Database Clean Up [34:58]


With a New Year upon us, it's a great time to make sure our database is clean. Maintaining clean data is pivotal to an effective Redtail CRM, because we are only as good as the data we rely upon to run our business. 

Video not Loading? Unable to view YouTube? CLICK HERE

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

01:53 - Advanced Search

05:34 - Bulk Actions

09:20 - Custom Export Template

13:54 - Running a Custom Export

17:28 - Contacts by Duplicate Names Report

20:29 - Combine Contacts

23:52 - Restore Contact/Access Recycle Bin

25:02 - Activities by Contact Report

28:43 - Today: Activities

31:18 - Personal Profile Form


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


Powered by Zendesk