Eric
My feedback
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154 votes
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Eric
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Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
137 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Eric
supported this idea
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201 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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238 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
Eric
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36 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Eric
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182 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Eric
commented
Contacts listed under Departments in company records should show up in basic Contact search box results (the search field at the top of the main dashboard screen).
Until this is fixed, users need to create a new CRM contact also for every "department" contact at our vendors and other non-individual contact types.Eric
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1,236 votes
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An error occurred while saving the comment Eric
commented
Best I can tell this is, at least sort of, programmed into the new Redtail version launched this month. Select the activity view called "Past Due & This Week" to see all.
And you can use the new feature using the checkboxes from the dashboard Activity view, then click on the "Selected(x)" link and choose what you want to do with the selected items. In my opinion, this functionality is a great improvement over the old version.
Our firm uses Redtail's Zimbra server for email and calendar services, and use Outlook desktop app. We don't use Redtail's CRM internal calendar.
Specific to this platform recommendation, we would like Redtail to urge Zimbra's developers work with Calendly so there would be a direct server sync. Currently we have to use Calendly's plug-in app with the PC and Outlook running to sync up, and it is a major system hog each time (I have it set for 1x/hr). Calendly already of course has a direct server-to-server integration with Microsoft 365/Exchange. But not yet with Zimbra's server.