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  1. 10 votes
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    WM Wealth Planning supported this idea  · 
  2. 39 votes
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    WM Wealth Planning commented  · 

    Yes this would be great. Wealthbox has this feature with their calendar and email where it syncs to the users account. It is very inefficient to have to manually add things to a calendar or cloud depending on where the event was created

    WM Wealth Planning supported this idea  · 
  3. 376 votes
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    WM Wealth Planning supported this idea  · 
  4. 88 votes
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  5. 64 votes
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  6. 9 votes
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  7. 33 votes
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  8. 6 votes
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  9. 8 votes
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  10. 4 votes
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  11. 21 votes
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  12. 34 votes
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  13. 4 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    WM Wealth Planning supported this idea  · 
  14. 11 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  15. 11 votes
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  16. 21 votes
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  17. 19 votes
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  18. 85 votes
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  19. 7 votes
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  20. 12 votes
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