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Redtail Essentials: Relationships
Join us for this webinar to learn all about 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 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.

Oct 6, 2022 11:00 AM in Pacific Time (US and Canada)

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