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  1. Age Based Triggers

    861 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

  2. 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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    Anonymous commented  · 

    Please allow us to send invitations to clients for meeting through redttail, and then have the meeting appear on the calendar of the "sender" or designated person.

    Anonymous supported this idea  · 

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