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1. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

   41 votes

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   7 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   June Salazar commented  ·  March 15, 2017  ·  Delete…

   We also would like to use TailWag to generate a birthday email. We would like to set it up once and have the CRM send out an email with a birthday message on our clients' birthdays. We don't want to run a report daily and send a broadcast email ourselves. We want it to happen automatically. Please make this possible.

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

   729 votes

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   38 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   June Salazar supported this idea  ·  February 10, 2017

3. calendar scroll

   32 votes

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   3 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   June Salazar commented  ·  February 10, 2017  ·  Delete…

   Agreed - all other calendars I have used have this ability.

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