Client Detail Section: need "Add'l Info"" line to list client meeting preferences as multiple office staff schedule but not aware of prefs
Several people in our office schedule meetings when a client calls, but not all of us are aware of the client preferences. So sometimes a meeting will get scheduled for the office when the client is an in home meeting. Or times of the day: specific clients need either afternoon or morning or Friday etc etc appointments. Or a group of clients live 2 hours away and need to be scheduled for the same day to decrease the driving time of the adviser going to them. If we had a place to add this info scheduling errors would minimize
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!
Yes yes yes! For instance, I have clients who can only do appointments on a particular day of the week, or only in AM or PM hours. It's inefficient for the scheduler to have to ask their preference every time, and it's not clear/harder to see if its entered as a UDF