Contact Management
- Know Your Client: Written Agreements Review
- Know Your Client — Employments
- Know Your Client: Bank Information
- Know Your Client — Estimated Net Worth
- Know Your Client: Estimated Tax Information
- Know Your Client: Professional Contacts
- Know Your Client: Personal Interests
- Know Your Client: Misc. Personal Information
- Know Your Client: Health Information
- Contact Overview Menu: Know Your Client
- How do I delete contact records in Redtail?
- Adding Departments to Contact records
- Contact Overview Menu: Activities
- Contact Overview Menu: Memberships
- Contact Overview: Basic Information
- How do I access my Recycle Bin?
- Adding a contact's Social Media profile addresses to their record
- Contact Overview: Contact Card
- Common Tasks Menu accessible beneath Top Right Menu Bar when in a contact record
- Contact Overview Menu: Recruiting
- Know Your Client: Client Review
- Duplicate contact records showing up in Exports, Reports or Mail Merges
- Contact Overview Menu: Notes
- Seminar Management
- I need to make a list of people within Redtail. What's the best way to do that?
- Do I have to manually update my contacts' client review dates?
- How do I send a contact or contacts to Laser App?
- How do I determine which contacts in my CRM have (or don't have) an email address entered for their record?
- How do I add a photo for a Contact?
- How do I preserve archived emails for email addresses no longer in use?