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Kaylyn Rhea

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6 results found

  1. Search for nearby clients list or map view

    27 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Kaylyn Rhea supported this idea  · 

  2. Filter Client Review Reminders for each individual advisor

    9 votes
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    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kaylyn Rhea shared this idea  · 

  3. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kaylyn Rhea supported this idea  · 

  4. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kaylyn Rhea supported this idea  · 

  5. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kaylyn Rhea supported this idea  · 

  6. Calendly Integration

    201 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kaylyn Rhea commented  · 

    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. We want to link each client that schedules to the activity to log it correctly.

    Right now I'm set up on Redtail Retreiver that's feeding into Outlook
    Outlook and Calendly are synced.
    When something is created in Calendly, I'm using Zapier to create a task in redtail.
    The problem with zapier is that it won't let me distinguish between a phone call, meeting, out of office, etc.

    Kaylyn Rhea supported this idea  · 

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