Anonymous

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  2. Invite multiple clients at once to Speak

    32 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Anonymous shared this idea  · 

  3. speak

    23 votes
    0 comments  ·  Redtail Speak  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Calendly Integration

    201 votes
    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    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??

  5. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    137 votes
    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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