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Dylan Scheid

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My feedback

4 results found

  1. Direct Zoom Integration with Redtail CRM

    49 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Dylan Scheid commented  · 

    This integration would be extremely helpful for everybody. Zoom is a regular tool now and would be very convenient if we could make Zoom meetings and have link in the calendar event all from within Redtail.

    Dylan Scheid supported this idea  · 

  2. Outlook integration

    66 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Dylan Scheid supported this idea  · 

  3. It would be most helpful to be able to color code appointments by who's appointment is noted (who, meaning person in our office).

    30 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Dylan Scheid supported this idea  · 

  4. Location on Calendar

    76 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Dylan Scheid commented  · 

    A helpful additional for us would be adding a location tab to the viewable options in the calendar. There are the actions, users, types, and categories tabs, it would be helpful if we could add a locations tab with customizable designated locations.

    Dylan Scheid supported this idea  · 

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