Project Tailwag
officially launched in January of 2015, with ongoing updates from our team since that time, whether in the
form of performance improvements, new features or bug fixes. On February 8, we'll be rolling out
Tailwag v.2.0.
What are some of the biggest changes?
Below are just a few of the many, many additions and updates coming in Tailwag v.2.0 that will allow your office to work even more efficiently with Redtail CRM!
We know your lives are busy and you need a CRM that can keep up with you. Our team has done a tremendous amount of work to continue to improve the
speed and
performance of Tailwag. We think you will notice a big difference!
Your
Contact Overview page has been updated to put more relevant information fewer clicks away.
Notes and
activities now take center stage on the Contact Overview, and
Keywords,
UDFs and
Email History are either on display on the Overview or accessible with one click only.
Reporting has been overhauled. As with all other aspects of 2.0, Reporting will definitely still feel familiar to you, but
all
reports now have PDF / Excel options, PDFs (including the Personal Profile Form) are now cleaner and easier to read, and Filters no longer take up valuable screen real estate.
We recognize that every office has team members serving specific
Roles for clients. You'll now be able to assign the Role of Advisor, Associate Advisor or CSA to your database users for individual contacts and to assign Workflow Tasks to Roles.
There are many more updates spread throughout Tailwag 2.0.
You can click here to learn more about the items above and some of the other bigger updates you should expect.
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