Calendar Pop-Up Feature when scheduling actiivities
It would be great when adding an activity, if you could somehow see what events are already planned for that day. This way you won't double book any appointments you already have. I find myself quickly, scheduling meetings from quick add section, but often have to bring up the calendar in another tab to see what is already scheduled for that day.
Would it be possible to have a "calendar pop-up" feature, displaying events on a day, as you key in the date?
Would be handy!
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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Monet Hurlbut commented
Agreed. It is inefficient to have to have a separate Redtail window open to view the calendar while trying to set appointments on the Redtail calendar in another window. With Outlook, when you add the recipients to the appointment, it shows suggested times (available time slots when all of the recipients are unoccupied) and indicates whose calendar and at what times they are occupied. Having this information all on the same screen/window is very helpful.