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Josh Lantz

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  1. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Josh Lantz supported this idea  · 
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    Josh Lantz commented  · 

    When you create an event in google or outlook you can send multiple email address (e.g. clients) a notification of the calendar event (including time zones) where they can accept their attendance of the event. We have many clients that say "just send me a calendar invite" and we can't do this is redtail to our knowledge.

  2. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Josh Lantz shared this idea  · 

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