Email Templates now available. You can now create Email Templates to use from within Redtail for individual or Broadcast Emails .  Read about Email Templates here or watch a tutorial that includes information on them here.

New Merge fields available for Broadcast Emails. It's now possible to include spouses' names in the salutation or body of your Broadcast Emails with the addition of merge fields for their First Name or Nickname.   Learn more about Broadcast Emails, including a list of available merge fields, here.

Update to Recently Added Notes area of Dashboard. Last 10 Notes option replaced with Last 3 Days option, in order to improve load times (significantly so for heavily permissioned databases).  Learn more about the Recently Added Notes area here.

New icon to represent repeating activities on Calendar. You can now use this visual cue to quickly identify repeating activities on the main Calendar. Learn more about repeating activities here.

Updates to Manage Your Integrations page. This area is now divided into two tabs, Enabled and Disabled, allowing you to easily see which integrations are active within your database and which you aren't currently using.  Learn more about managing your integrations here.

Updates to Opportunity Tracker. Updates include ability to apply permissions on initial Add modal, default view change to Active Opportunities, Revenue field additions to Opportunity exports, performance updates and more.  Learn more about Opportunity Tracker here.

Performance Updates. Tons of performance updates this past month, including but not limited to the Account Details page, Opportunity Tracker, Seminar Management, Standard Reports and Bulk Reports available from your Search page.

New Mobile App for Tailwag.

A Tailwag-specific mobile version of Redtail CRM is now available for iOS and Android. You can read more about usage of the iOS version here. Similar documentation for Android users will be available soon.