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Use the “?” icon to access Redtail  \n3. There is no limit to the number of_ _ _ _ _ _ _ _ in your CRM.  \n6. Efficiency means managing and staying on top of my daily _ _ _ _ _ .  \nDown  \n4. Contacts are linked to one another via their _ _ _ _ _ _ _ _ _ _ _ _ _ .  \n5. All activities, notes, documents, etc . are organized by _ _ _ _ _ _ _ _ .  \n4.  \n1.  \nTraining from home  \nNew Users…  \n• Set a default log in page that best fits your role/ responsibilities  \n• The Redtail logo in the top left corner is a shortcut to your default login page  \nExperienced users…  \n• Use “weblinks” or shared bookmarks to set quick access to pages that should be accessed often  \nEveryone…  \n• Right click to open pages in new tabs  \n• Move modals around when adding notes/ activities  \nAccessing Redtail  \nTraining from home  \nNew Users…  \n• Submit a help ticket with Redtail support for assistance  \n• Call our team for walkthroughs, questions, additional resources, etc .  \nExperienced Users…  \n• Check out the helpdesk for articles, sample templates, and more!  \nEveryone…  \n• Live Redtail Webinars every Thursday  \n• Recorded webinars on YouTube and the Helpdesk on many topics!  \nResources  \nTraining from home  \nNew Users…  \n• Use the “  ” icon to see/ access the last 12 recently viewed contacts  \n• “Recently Added”contacts  \nExperienced Users…  \n• Designate your own“favorite” contacts for quick access!  \n• Set “Contact” viewing preference  \nEveryone…  \n• Search at the top of the CRM, set preference to  \n“auto-redirect”  \nContact Management Tips  \nTraining from home  \nNew Users…  \n• Add Client immediate family members to the “Family” section when they are the tax definition of family  \n• Easily add family member information from Family page  \nExperienced Users…  \n• Create searchable relationships between COI, Trusted Contacts, CPAs, Attorneys and more through Professional Contacts  \nEveryone…  \n• Add “for reference” relationships between contacts, businesses, associations, trusts, etc . through Memberships  \nRelationships  \nTraining from home  \nNew Users…  \n• Select from available “Categories”when adding Notes, Activities, Documents, etc .  \nExperienced Users…  \n• Create options on the database“Category” list for reporting, filtering, or auditing  \n• Delete or combine unnecessary Categories  \nEveryone…  \n• Report on Notes and Activities with certain categories through the Notes by Contact and Activities by Contact . reports  \nDatabase Organization","cbCaikHzHB3TIRcc","https://ap.wps.com/l/cbCaikHzHB3TIRcc","pdf",20043344,7,89,"English","# The Agenda\n## Day 1\n### Intro\n### Everyday Efficiency\n### Tackling Templates Break\n### Searching Made Simple Overseeing Operations\n## Day 2\n### Intro\n### Controlling Your Calendar Client Communications Break\n### Leveraging the lifecycle\n### Victory in a virtual world\n# Topics We Will Be Covering\n## Accessing Redtail Resources\n## Contact Management Tips\n## Database Organization\n## Task Management\n# Efficiency Tips\n## Across\n## Down\n# New Users and Experienced Users Guidance\n## Accessing Redtail\n## Resources\n## Contact Management Tips\n## Relationships\n## Database Organization","[{\"question\":\"What guidance is given for contact management and relationships?\",\"answer\":\"The training explains how to link and structure contacts through linked contacts and relationships such as family, professional contacts, and memberships. It also covers selecting categories for notes, activities, and documents, plus creating database options for reporting, filtering, and auditing.\"}]","Training from Home Series - Victory in a Virtual World | PDF",1789179272,31]