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1. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

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   38 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Jaclyn Colvin commented  ·  September 09, 2015  ·  Delete…

   We would like to add the option of accepting or declining activities on the calendar. If multiple people are invited to one activity, we would like to be able to see who accepts the activity or if someone is unable to attend, then they would be able to decline the activity. The administrative team supports many advisors and this keeps it simple for activity appointments with clients and wholesalers.

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   Jaclyn Colvin supported this idea  ·  September 09, 2015