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Redtail Essentials: Relationships
Relationships can be set up under one of two umbrellas in Redtail, as either a family relationship or a membership! Setting up families and memberships is essential to your front-end CRM work, as these can affect mailings, paperwork, and overall customer service. Join us to learn the differences between the two and the best practices for both!

Join us for this webinar to learn all about relationships.
If you can't make this webinar, don't worry; it will be available for replay soon.

Mar 4, 2021 11:00 AM in Pacific Time (US and Canada)

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