taylor lane
My feedback
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76 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment taylor lane
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23 votestaylor lane
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533 votes
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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commented
Workflow will work great for our quarterly/annual reviews, but we would like the option for them to automatically start (appear on calendar) in a recurring fashion (quarterly, annually) so that we don't have to re-attach a work flow every few months.
taylor lane
supported this idea
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Along this same line, if the option to change the background color on calendar would be made available, that would be helpful. IE- Yellow background so our staff could know not to schedule meetings during a specific block of our advisors time.