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Shawnda Sparks

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Shawnda Sparks commented  · 

    This would be a great addition. I believe this is one area that is lacking with redtail. We are having to create duplicate calendar items to be able to invite a client/guest so that they can add the activity to their calendar. It's great that a guest can be added to an activity but it needs to go the next steps as well and allow the guest to add the activity to their calendar. This is a VERY important feature.

  2. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Shawnda Sparks commented  · 

    Would love to see the client review reminders moved to Open Activities and be an option as a way to start a workflow!
    I think the moving the client review reminders to open activities and forcing those to be completed would be a great way to make our team more efficient in scheduling reviews.

    Shawnda Sparks supported this idea  · 

  3. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Shawnda Sparks supported this idea  · 

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