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Shawnda Sparks

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  1. 729 votes
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    Shawnda Sparks commented  · 

    This would be a great addition. I believe this is one area that is lacking with redtail. We are having to create duplicate calendar items to be able to invite a client/guest so that they can add the activity to their calendar. It's great that a guest can be added to an activity but it needs to go the next steps as well and allow the guest to add the activity to their calendar. This is a VERY important feature.

  2. 756 votes
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    Shawnda Sparks commented  · 

    Would love to see the client review reminders moved to Open Activities and be an option as a way to start a workflow!
    I think the moving the client review reminders to open activities and forcing those to be completed would be a great way to make our team more efficient in scheduling reviews.

    Shawnda Sparks supported this idea  · 
  3. 529 votes
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    Shawnda Sparks supported this idea  · 

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