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1. Get Client ID and Account ID on the same export

   35 votes

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   1 comment  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Ashley supported this idea  ·  June 19, 2023

2. appointment time slots

   20 votes

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   1 comment  ·  Redtail CRM » Know Your Client  ·  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!

   Ashley supported this idea  ·  March 21, 2024
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   Ashley commented  ·  November 16, 2021  ·  Delete…

   Could there also be a 90 minute time slot? We use the 90 minute time slot for all of our office calendar scheduling.

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