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Kevin

← Customer Feedback for Redtail Technology

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

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kevin commented  · 

    We use group activities for wholesaler meetings to our office, and an invite accept/decline would be a lot more efficient than just including everyone as an attendee, where everyone gets notifications as advisors say in the notes column whether they will attend or not.

  2. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kevin supported this idea  · 

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