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← Customer Feedback for Redtail Technology

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9 results found

  1. Workflows - UNDO - this is NOT answered yet.

    42 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  2. "Linked Contact" should be required field in "Activities"

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  3. Scheduling & Confirmations

    148 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  4. 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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  5. scheduling

    54 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  6. conference room availability

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

    We have multiple conference rooms, it would be nice if the location worked similar to Outlook that you could search which rooms are available and reserve/add that room and not worry about double booking a room since we have multiple advisors in the same office

    Anonymous supported this idea  · 

  7. Location on Calendar

    76 votes
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    6 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  8. Linked Notes & Linked Documents to be shown in Activity via date/time stamp

    11 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  9. Allow recurring events to SKIP over NYSE and national holidays - show holidays

    33 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

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