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10 results found

1. Email Blasts - Birthdays

   24 votes

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   2 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Susan White supported this idea  ·  August 03, 2022

2. Import Tool

   18 votes

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Susan White supported this idea  ·  August 03, 2022

3. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

   131 votes

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   8 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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   Susan White commented  ·  August 03, 2022  ·  Delete…

   Appointment Reminder will only send the reminder to one client, irritating our joint households. Confirmations and reminders should go out to all primary emails that are linked to the appointment.

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4. scheduling

   54 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  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!

   Susan White supported this idea  ·  August 03, 2022

5. Send invite to contact when scheduling an appointment

   29 votes

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   2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Susan White supported this idea  ·  August 03, 2022

6. appointment

   12 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Susan White supported this idea  ·  August 03, 2022

7. Appointment Confirmation Button on Activity Screen

   46 votes

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   1 comment  ·  Redtail CRM » Activities  ·  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!

   Susan White supported this idea  ·  August 03, 2022

8. Appointment Scheduling Software

   61 votes

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   0 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!

   Susan White supported this idea  ·  August 03, 2022

9. Link different steps in a workflow to different clients

   22 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Susan White supported this idea  ·  August 03, 2022

10. checklist

    114 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Susan White supported this idea  ·  August 03, 2022