Anonymous
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174 votes
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194 votesAnonymous
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32 votesAnonymous
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30 votes
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An error occurred while saving the comment Anonymous
commented
Yes! It would also be great to be able to add a list of clients (say a Tag Group such as "A Clients") to a Speak room and text them all at once (those who have opted in, of course).
Anonymous
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8 votesAnonymous
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23 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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Anonymous
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195 votes
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An error occurred while saving the comment Anonymous
commented
We definitely need this!! We are testing the workaround that syncs through the Cloud Retriever for Office 365, but it is clunky and there are several issues:
1. Every appointment created through Calendly shows up in Redtail as a Task - not as the specific appointment type that we would want.
2. The Event Name on the Redtail calendar shows the names of the attendees - NOT the actual event name or subject of the meeting created in Calendly.
3. Existing contacts already in Redtail do not appear to attach correctly to appointments created in Calendly.I understand that any type of workaround like this will always have issues. The only really good solution would be for Redtail to integrate directly with Calendly - like Calendly does with Salesforce.
Hopefully you can put that on the docket for the near future??
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58 votes
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Anonymous
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Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
131 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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46 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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Anonymous
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Absolutely! It is so time-consuming now to go through all the notes and find what you're looking for! I love the idea of being able to choose which view you want - this would help those who want a shorter view, as well as those who want to see the whole note. Please implement this ASAP Redtail!!