Anonymous
My feedback
5 results found
-
197 votesAnonymous
supported this idea
·
-
32 votesAnonymous
shared this idea
·
-
23 votes
Redtail’s Product Owner has read the 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!
Anonymous
supported this idea
·
-
201 votes
Redtail’s Product Owner has read the 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!
An error occurred while saving the comment -
Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
137 votesRedtail’s Product Owner has read the 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!
Anonymous
supported this idea
·
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??