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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 family and memberships is essential to your front-end CRM work that affects mailings, paperwork, and overall customer service. Join us to learn the differences between the two and the best practices for both! If you can't make this webinar, don't worry; it will be available for replay soon.

Apr 6, 2023 11:00 AM in Pacific Time (US and Canada)