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Yanina

← Customer Feedback for Redtail Technology

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  1. conference room availability

    105 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Yanina commented  · 

    We just created a Redtail user and called it "conference room" this way everyone can see when it is available or taken.

  2. RedTail API integration with Charles Schwab

    70 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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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    Yanina commented  · 

    Thank you for starting on this!
    Please provide a link or notification for updates and status on the progress of this integration.

    Yanina shared this idea  · 

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

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  4. When creating new activity, give users the option to make the "more details page" the default.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Yanina commented  · 

    Having the ability to add multiple attendees from the calendar pop up window is crucial! Even as a "Save and Clone" button (as in RedTail) or an "add attendees" button (as in TailWag) just like the option for adding linked contacts.
    The calendar pop up window is also missing the following categories:
    - Category
    - Account
    -Team Notify
    -Notes
    * Please see RedTail calendar pop-up window for reference.

    Yanina supported this idea  · 
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    Yanina commented  · 

    having the ability to add multiple attendees from the calendar pop up is crucial even as a "save and clone" button; that would be helpful - also what about the category button? that would be useful as well

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