Location on Calendar
The calendar does not show the location of meetings. In order to find out we must click into the activity itself. This is very problematic for assistant making appointments for three advisors over 20 locations. We have worked around by typing location in subject line, but adds additional work for assistant. Please fix!!
loren
shared this idea
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!
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Dylan Scheid
commented
A helpful additional for us would be adding a location tab to the viewable options in the calendar. There are the actions, users, types, and categories tabs, it would be helpful if we could add a locations tab with customizable designated locations.
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Frederick Mischler
commented
would also like to see appointment type show up as well. If can't be shown in the calendar box, showing it in the hovering box would probably be as good.
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Anonymous
commented
This may be a slightly different request, but I need to be able to CREATE a meeting and simultaneously enter the location on the same screen. It is highly inefficient to go to a separate screen to enter the location
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Nicolette
commented
For printing out calendar schedule for our appointments for the week, to not be able to see on the activity the client's phone number and address is extremely frustrating. We run about 11 appointments in a day during AEP and without seeing the address on the printed calendar, means that the agent would have to take additional steps to find out address on the app, if they are within cell phone service. I hope that this can fixed as soon as possible :(
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Anonymous
commented
Yes Please! The advisor likes to see the location without having to click on the appointment
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Emily Dibbens
commented
Please fix!