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Mary Ann

← 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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    Mary Ann commented  · 

    When we “Invite” a contact to the meeting they would receive a notification (an email) where they can “Accept”, “Decline” or “Request a new Date/Time” for that meeting and it would automatically add it to the calendar. In other words have the Redtail Calendar have the capabilities (perhaps the look too) of Outlook that include adding activities (as well as editing them) and inviting contacts to the meeting.

    Mary Ann supported this idea  · 

  2. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Mary Ann supported this idea  · 

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