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How Do I Restore Activities That Have Been Marked Complete? – an alternative to the above, when an activity was not linked to a contact.How Can I View Or Restore Completed Activities? – quickly view and/or restore a contact’s completed activity.How Do I View All Of My Past Due Activities? – quickly access all of your past due activities from one place.
#HOW TO SET UP A QUARTERLY RECURRING TASK IN OUTLOOK HOW TO#
Add An Activity To Contact Records In Bulk – Learn how to add identical activities for multiple contacts at one time.How Do I Reassign Activities From One Database User To Another? – At times you may have the need to reassign an activity or activities from one database user to another.What this means in terms of scheduling tasks, meetings, phone calls, etc., is that anyone who is a database user can create, monitor and follow up on activities that they create for another database user. How Do I Assign Activities To Other Database Users? -One of the great things about Redtail CRM is that with a single subscription you are allowed to add up to 15 database users.How Do I Delete Multiple Activities From The Calendar? – This post highlights the easiest method for deleting activities in bulk.
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How Do I Delete Repeating Activities? – Sometimes you may need to delete a single instance of a repeating activity – sometimes you may need to delete the entire series.weekly meetings, regularly scheduled appointments, etc.). How Do I Set Up Repeating Activities? – When creating activities within your database, you will most likely want to establish some of them as repeating activities (e.g.Activity Privacy Options – You have the ability to restrict access to an Activity to yourself, to a Team or to the Activity’s User Attendees only.Manage Your Account: Activity Templates – You can set up Activity Templates within Redtail, allowing you to pre-define many of the default field values as well as any formulaic descriptive text for types of activities that are typically handled in a similar manner.Using The Quick Add Option – Here’s a look at your quickest method for initiating activity creation, either from a template or from scratch.How do I add an Activity in Redtail? – a detailed walkthrough of all of the fields available to you when adding an activity in Redtail.Calendar – a more detailed look at using and navigating your Redtail calendar.Activity Management – offers a broad overview of activity management and your Redtail calendar.We hope this resource on Activity Management in Redtail will prove useful to you in your efforts to stay on top of your Calendar. Initially, we are seeding this with a handful of the most common questions our Redtail Support team receives about activities and the calendar, but we will continue to add to this FAQ over time. We’re including links to all of that here, along with a brief description where necessary of what you’ll find at each link.Īdditionally, following these links we offer a FAQ for Redtail Activity Management. Additionally, you can sync your Redtail Calendar to other popular platforms as well as access it via your mobile devices.īecause your Calendar is so important to the success of your business, we have a significant amount of documentation and video help at your disposal 24-7.
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With customizable views and color coding for activity types, you’re able to set up default views for your calendar you can also override those default views easily when a different view is necessary. The Redtail Calendar allows you to stay on top of the schedules of everyone in your office.