Searchable calendar
I would like to request a second look at making the calendar searchable, which I see was declined several months ago. When scheduling multiple appointments each day, it is very time consuming to have to go into each client's record and then sift through their activities to see when their last appointment was. In Outlook, it is a snap to search the calendar by client name and instantly have a list of their past/future appointments.
This feature has been added by the Redtail Development team! https://help.redtailtechnology.com/hc/en-us/articles/4402694539931-Filtering-your-calendar
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Erika commented
Being able to search an event or appointment that has been scheduled from a keyword would be very helpful when multiple users are trying to see if someone else has scheduled something on the calendar of the advisor. Or when looking back to find when something may have been and you can't quite remember all the details of the event.
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Suzanne Rodriguez commented
Why wouldn't you just go to the client record to see the appointment? If it's on the calendar, it is on his record as well. I assume you reference the client when you make the appointment, so if Joe calls, go to his record and you will see when his appointment is.
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Anonymous commented
BE ABLE TO SEARCH THE CALENDAR FOR CLIENTS UPCPOMING APPOINTMENTS.
JOE calls in and asks when my next appt is? Instead of going week to week searching, you need a search bar for being able to find clients next appt. date. -
stephanie commented
I'd like to be able to search in the calendar to find a name/person or keyword. The new CRM makes it difficult to link a client to a calendar event and for new clients, they aren't yet in the CRM when we make the appointment so we can't link anything to them. I'd like to search the calendar for names/keywords so I can look back at when a prospective client came in.