🚨🚨🚨 One of your most-requested Redtail features just went live: User Defined Fields are now searchable in Advanced Search! That means you can create more personalized outreach, smarter client segments, and dynamic contact lists using the details that matter most. Whether you’re planning holiday outreach, prepping for meetings, or organizing your database, this update gives you more control with less effort. 🎥 Watch the demo and learn how to get started:https://bit.ly/4hH3UKw | Redtail Techno

#RedtailTips Organize your calendar through color coding! Start by adding customized Activity Types; then, under Actions on the Redtail Calendar select the color for each of these Types. You can then quickly identify phone calls, meetings, etc., via visual (color) cues. - Jacqueline Anderson, Redtail Trainer | Redtail Technology