Select Take a Tour to learn about the features and actions available on the screen.

Dashboard charts have an updated layout, making key information easier to read, as part of the ongoing improvements to the RedView user interface.

You can now save your preferred default selection for dashboard charts. For example, to open budget-versus-actual charts in Year to Date view, select Chart Options in the toolbar and choose Year to Date as the default.

Charts of the same type will then open with that selection, saving you from changing it each time.

The RedView CRM enquiry panel has been redesigned to make better use of larger screens.

The updated design uses a screen resolution of 2560 × 1440 as its baseline.

A three-column layout brings more enquiry information into view, reducing the need to move between screens.

A new progress indicator helps you see where the enquiry stands, while fields and actions have been arranged more logically.

Select Take a Tour to explore the updated layout.

Save time when recording enquiry activity by selecting a reusable note instead of typing the same wording each time.

A set of Canned Notes is included with RedView. To edit these or create your own, go to Configuration > Look Up Lists > Canned Notes.

Open frequently used email templates with a single click.

You can now configure multiple Create Email buttons, each with its own name and linked email template. Selecting a button opens the email using that template, ready for review and sending.

This removes the need to select a template from the drop-down list each time, making routine emails quicker to prepare.

Go to Configuration > Lookup Lists > Enquiry Follow Up Actions to configure.

Draft emails more easily with the new AI button in the email document drafting tool. Use it to help compose your message, then review and adjust the wording before sending.

A new Outlook add-in lets RedView Connect users publish matters and send messages to clients through RedView Connect directly from their inbox.