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Stacy Gary

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  1. 68 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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    Stacy Gary commented  · 

    User scenario:
    We desire to send a Broadcast Email to our list of current clients, many of which are husband/wife who share the same email address and each of their individual contact records reflect this. In the current state, we understand from talking with Redtail CRM support team that Redtail sends a duplicate email to that email address. Desired future state is that while both clients are selected for client communications, Redtail eliminates duplicate emailing, only sending one copy of the email to that husband/wife team.

    Stacy Gary supported this idea  · 
  2. 134 votes
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    Stacy Gary commented  · 

    The desired outcome is that Redtail's calendar can be the ONE source of truth for all client meetings. Currently, that requires duplicate work and clunky workflows, which detracts significantly from Redtail's calendar's value proposition.

    Here's the real problems with Redtail's current calendaring solutions:

    Sensitive client data is released to Google's servers with the current Calendly integration via Google via Retriever Cloud. Client birthdays, marriage anniversaries, tasks/activities (including subject and notes) and appointments flow from Redtail to Google's calendar. Your client's sensitive data that you might include in a task subject or notes, their birthdays, names, anniversaries, etc, are now up in the Google cloud. I would love to understand better how this is not a compliance issue.... I'm surprised that Redtail has empowered such functionality.

    Clients rescheduling and cancelling appointments does not flow to Redtail in the Acuity integration via Zapier. Only NEW appointments made in Acuity flow to Redtail's calendar. There is no "zap" that enables Redtail's calendar to recognize a rescheduled appointment.

    Current work-arounds add additional inefficiencies or compliance risk.
    1. Calendly/Google--disconnect Retriever Cloud to enable a Calendly/Google calendar integration and manually update their Redtail calendar as clients schedule/reschedule/cancel appointments. This requires keeping two calendars synchronized ongoing, creating risk of mistakes, re-work, breakdowns, inefficiencies, and variations in client service.
    2. Use the desktop Tailwag version to sync calendars. For the advisor who leaves their computer at the office and manually checks their mobile device for updates, they'd need to leave their computer on overnight, weekends, and other times they're away from the office. This is a compliance issue.
    3. Acuity--disconnect the Zapier connection and check the Acuity calendar for regular updates; manually update their Redtail calendar as clients schedule/reschedule/cancel appointments. This requires keeping two calendars synchronized ongoing, creating risk of mistakes, re-work, breakdowns, inefficiencies, and variations in client service.

    Stacy Gary supported this idea  · 
  3. 40 votes
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    Stacy Gary shared this idea  · 

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