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1. Calandar: Monthly View "At a Glance"

   99 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  June 16, 2017

2. 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  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  June 16, 2017

3. Billable Time Tracking

   377 votes

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   43 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  June 16, 2017
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   Anonymous commented  ·  June 16, 2017  ·  Delete…

   Having the user start a timer attached to a record with the user's billing rate will allow for the advisors to tally the true worth of the client's services given. Reporting the time an office spent on the client's activities can add great value to the quarterly and annual meetings, ESPECIALLY with the new DOL issues. Assigning different hourly rates by user allows for staff activities to be calculated at a valuable benefit to the client as well.

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