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1. Location on Calendar

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   6 comments  ·  Redtail CRM » Calendar  ·  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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   Nicolette commented  ·  Jul 30, 2018  ·  Delete…

   For printing out calendar schedule for our appointments for the week, to not be able to see on the activity the client's phone number and address is extremely frustrating. We run about 11 appointments in a day during AEP and without seeing the address on the printed calendar, means that the agent would have to take additional steps to find out address on the app, if they are within cell phone service. I hope that this can fixed as soon as possible :(

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   Nicolette supported this idea  ·  Jul 30, 2018