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Carol Nielsen

← Customer Feedback for Redtail Technology

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  1. customize contact home page template

    58 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Carol Nielsen supported this idea  · 

  2. When it comes to scheduling appointments, have the appt attendees default to who ever's calendar you are in

    7 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Carol Nielsen commented  · 

    Thank you for suggesting this idea Amy. I agree with this 100%. We also have 5 advisors and 3 meeting rooms, so we have lots of "clicks" to get 1 appointment set up. If I'm viewing a specific advisor's calendar and I click on it to make an appointment, the attendee should be defaulting to the advisor not me. We use multiple staff to set up appointments and human errors seem to occur and could easily be avoided. If I'm going to set up my own appointment, I would be in my calendar, so defaulting to myself for that makes sense.

    Carol Nielsen supported this idea  · 

  3. send calendar to clients to book appointments

    53 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Carol Nielsen supported this idea  · 

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