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Chris

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3 results found

  1. Altruist integration with account opening and importing daily account values

    27 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Chris shared this idea  · 

  2. ScheduleOnce integration with Redtail Calendar

    15 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Chris supported this idea  · 

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

    736 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chris supported this idea  · 

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