Scott Crane
My feedback
56 results found
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38 votesScott Crane
supported this idea
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254 votes
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!
Scott Crane
supported this idea
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431 votes
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!
Scott Crane
supported this idea
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533 votes
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!
Scott Crane
supported this idea
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227 votesScott Crane
supported this idea
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30 votes
An error occurred while saving the comment -
26 votes
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43 votes
An error occurred while saving the comment Scott Crane
commented
I don't use Calendly, but I have read elsewhere that there is a method to get the appointments into Redtail. The steps as I recall where to:
1. Set up Redtail Retriever Cloud syncing with your Outlook
2. Have appointments from scheduling app moved into the Outlook calendar created by Redtail Retriever CloudIf you can't choose which calendar in Outlook Calendly saves to, you can use an app like Zapier to automatically move it from one outlook calendar to another.
Obviously, a direct integration would be better, but thought I would share this in the meantime since I use Zapier to move Outlook appointments from my Outlook to my Redtail.
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7 votes
An error occurred while saving the comment Scott Crane
commented
I was told to go to status.redtailtechnology.com to check if the CRM was not operational. Just an FYI.
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96 votesScott Crane
shared this idea
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19 votes
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276 votes
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!
Scott Crane
supported this idea
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79 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Scott Crane
supported this idea
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33 votes
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25 votes
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15 votes
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!
Scott Crane
supported this idea
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41 votesScott Crane
supported this idea
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83 votes
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!
Scott Crane
supported this idea
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87 votes
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!
Scott Crane
supported this idea
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83 votes
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!
Scott Crane
supported this idea
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We really missed this when we switched, we had our IT people set it up using AutoHotKey. I've included what the code kind of looks like below in case you know someone who can set it up, but it does have one downside, you have to disable the Ctrl+J web browser shortcut that takes you to downloads, or if you use Ctrl+J shortcut in any other program it must be disabled. May not be an issue for you.
002: Send,SC -%A_Space% (0.08)
003: FormatTime,CurrentDateTime,,MM/dd/yy - h:mm tt
004: SendInput,%CurrentDateTime% (0.03)
005: Return (138.66)