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1. Keyboard shortcuts

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   6 comments  ·  Redtail CRM » Artificial Intelligence  ·  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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   Diane C. Anderson commented  ·  November 09, 2015  ·  Delete…

   Add a Keywords shortcut to the menu like Important Info. It would be very helpful to have a quicker access to this informaiton.

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   Diane C. Anderson supported this idea  ·  November 09, 2015

2. Automatic Email or Text Message Appointment Reminders to Clients

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   263 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Diane C. Anderson commented  ·  May 29, 2015  ·  Delete…

   When you set an appointment or calendar event you should be able to also set a reminder. That reminder should be flexible - ie: email or text & the time should be able to be set individually or default. For example I have a 8:00 appointment I want an email or text the night before or for a 12:00 appointment a text 30 minutes before.

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   Diane C. Anderson supported this idea  ·  May 29, 2015