#RTTrainerTips - Twitter Hashtag

over 7 years ago

#RTTrainerTips - Trainer Tips Tuesday We typically recommend that, where possible, you pair Contact Statuses with Contact Categories that are related in some way. A best practice is to give those related Statuses/Categories the same leadoff number to make identification simpler.

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Redtail Technology @RedtailCRM

over 7 years ago

#RTTrainerTips - Trainer Tips Tuesday When creating a new Contact, you can also add them to any Tag Groups they should belong to from that same screen. #fintech

RedtailCRM's tweet photo. #RTTrainerTips - Trainer Tips Tuesday
When creating a new Contact, you can also add them to any Tag Groups they should belong to from that same screen. #fintech https://t.co/GBSJza0KTU

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Redtail Technology @RedtailCRM

over 7 years ago

#RTTrainerTips - Trainer Tips Tuesday Have you ever accidentally closed the note window and lost all the information that you typed? Not in Redtail! Re-open note drafts on a contact record by going to "Add" a new note and select "Note Drafts" at the bottom of the window.

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Redtail Technology @RedtailCRM

over 7 years ago

#RTTrainerTips - Trainer Tips Tuesday Did you know you have the ability to run a quick search by EMPLOYER, using the Search Contacts box in the top header! #FinTech #WealthManagement

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Redtail Technology @RedtailCRM

over 7 years ago

#RTTrainerTips - Trainer Tips Tuesday Use the Manage Integrations menu to disable Integrations that you aren’t using. This way they don’t clutter up your Integrations menu!

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Redtail Technology @RedtailCRM

over 7 years ago

#RTTrainerTips - Trainer Tips Tuesday When a client calls in, take a note and use the "Create Follow Up Activity" checkbox to add follow up items to your calendar. #redtailtechnology #fintech

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Redtail Technology @RedtailCRM

almost 8 years ago

#RTTrainerTips - Trainer Tips Tuesday When viewing a contact on your Advanced Search page, you can navigate directly to specific pages within their record by clicking the Actions Icon to the left of their name. #RedtailTechnology #TrainerTips #FinTech

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Redtail Technology @RedtailCRM

almost 8 years ago

#RTTrainerTips - Trainer Tips Tuesday Don't like the calendar view? Head over to the Today page and click the Activities tab to see a list of all your assigned or past due activities.

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Redtail Technology @RedtailCRM

almost 8 years ago

#RTTrainerTips - Trainer Tips Tuesday Depending on the size of your screen, the left navigation menu may collapse and be hidden from view. To bring the menu back, click on the icon in the top left corner with the outline of a person in a circle.

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Redtail Technology @RedtailCRM

almost 8 years ago

#RTTrainerTips - Trainer Tips Tuesday Check out the Contacts tab on the Today page for stats on your contacts ages, gender, and statuses! #Redtailtechnology

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Redtail Technology @RedtailCRM

almost 8 years ago

#RTTrainerTips - Trainer Tips Tuesday "If it's not in Redtail, it never happened." https://t.co/BmLqwKQ4zT #RedtailTechnology

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