Making Appointments on the App
We have an advisor who spends most of his time out out of the office... we would like creating appointments to be more intuitive. It currently is too "clicky"... and needs to be streamlined a bit.
- When setting the date, if it is for example 6 months out and will occur in the following year, it would be nice if it would automatically change to 2020, instead of the advisor doing it.
2.. The date "wheel" for month, day, and time should be able to go forward and backwards, for ease of use...
This feature has been added by the Redtail Development team!
Please let us know if you have any additional questions at firstname.lastname@example.org.