Anonymous

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4 results found

  1. Calendly Integration

    43 votes
    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous shared this idea  · 

  2. RMD Ages in Contact Information

    78 votes
    7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  · 

    Someone just emailed me asking about putting the client age in years and months (78.8 years) so they can see the client's exact age for, example, taking a withdrawal without penalty. They suggested it would be in the Contact Details under the DOB. Thanks!

    Anonymous shared this idea  · 

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

    736 votes
    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    An error occurred while saving the comment
    Anonymous commented  · 

    In the Redtail/Outlook integration, calendar invites can't be sent to clients. Also, there should be the ability to set up a Webex/Skype call from Redtail, since it can't be done at all if Retriever is set up. If you set up a Webex from Outlook, it doesn't even go out.
    Thanks!

    Anonymous supported this idea  · 

  4. Allow Tasks to be moved between workflow Steps

    603 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

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