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1. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

   735 votes

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   38 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Aug 8, 2019
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   Anonymous commented  ·  Aug 8, 2019  ·  Delete…

   We really need the ability to accept or decline at least appointments on the calendar. Allowing someone to remove themselves is not sufficient, especially if they play a key role in the meeting.

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2. Ability to enter a date for when the note occurred, not just when the note was created

   73 votes

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   5 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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  ·  Aug 7, 2019

3. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

   178 votes

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   22 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Anonymous commented  ·  Aug 7, 2019  ·  Delete…

   Even if you duplicated the same privacy options available in activities, that would be helpful. Can we get a status on this request. it is desperately needed.

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   Anonymous supported this idea  ·  Aug 7, 2019