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Isabel

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  1. 11 votes
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  2. 20 votes
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  3. 23 votes
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  4. 52 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Isabel supported this idea  · 
  5. 86 votes
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    Isabel commented  · 

    Yes, all of these automations mentioned in the original post & comments would be helpful to reduce data entry time and potential errors.

    Isabel supported this idea  · 
  6. 38 votes
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    Isabel commented  · 

    Also if the default could be intuitive -i.e. if one is the parent, the connected individual is probably the child.

    Isabel supported this idea  · 
  7. 51 votes
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    Isabel supported this idea  · 
  8. 116 votes
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    Isabel supported this idea  · 
  9. 22 votes
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  10. 50 votes
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  11. 24 votes
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  12. 16 votes
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    Isabel commented  · 

    Agreed...our assumption with appointments is that they are completed unless they are removed from the calendar. We'd love to remove the need to "complete" appointments.

    Isabel supported this idea  · 

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