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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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   Lisa commented  ·  January 22, 2016  ·  Delete…

   When working for another financial firm we had this ability and it really enhanced the client experience. When you set the appointment in the system, it immediately emailed the client a appointment confirmation. It was a great resource.

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