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2 contributions to RIA Operators
Redtail Users - What calendar are you using?
We use Redtail for our CRM but haven't had a great experience with Redtail's calendar. It's onerous to update, slow to load, and doesn't integrate well with Google calendar or Calendly. When we receive invites (outside of the meetings scheduled using our Calendly account) we have to manually add them to Redtail. I'm curious if other Redtail users are experiencing the same issues. If your firm uses an alternative calendar, please share.
1 like • Apr '23
We currently use Redtail but I have the same issue. I typically have to duplicate scheduling efforts with Calendly. I have a strong preference for Outlook but it is not used in my current environment. Like Kelsey I would also like to see if any one has any work arounds or uses an alternative calendar.
Freedom & Peace
Quick question. What do you do to create freedom and peace in your day?
1 like • Apr '23
Identifying and Prioritizing: Setting clear goals helps to focus my time which brings me peace. By doing this I avoid being pulled in multiple directions as I have a clear intention for each day and project. Another way I've created peace and freedom in my day has been to declutter my desk and eliminate any stacks of papers, files, etc. We play classical music in the office and occasionally use candle to help bring in a peaceful aroma to further maintain a peaceful environment.
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Nicole Noonan
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3points to level up
@nicole-noonan-6532
AI

Active 5h ago
Joined Mar 14, 2023
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