Color Code by Advisors in the Office.
It would be extremely helpful and convenient if we were able to color code our calendars by the advisors/representatives in our offices, that way at just a glance we could see who has a meeting and when. Currently we have to hover over or click on the appt. to see which advisor will be in the appt.
13
votes
WENDY BUCHERT
shared this idea
Completed
·
AdminMatthew Smith
(Product Manager at Redtail Technology, Redtail Technology)
responded
AdminMatthew Smith
(Product Manager at Redtail Technology, Redtail Technology)
responded
We released the ability to color code the invitees on an activity so it's easier to view the employees/ CRM users who are associated with an activity.
Please feel free to contact Redtail Support with questions.
Thank you.