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  1. 3 votes
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  2. 174 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous commented  · 

    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!!

    Anonymous supported this idea  · 
  3. 197 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. 32 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  5. 30 votes
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    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 supported this idea  · 
  6. 8 votes
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    Anonymous supported this idea  · 
  7. 23 votes
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  8. 198 votes
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    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??

  9. 58 votes
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  10. 134 votes
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  11. 46 votes
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    Anonymous supported this idea  · 

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