Please add a pop-up alert before saving an activity if there is no linked contact
There have been multiple times that we have created an activity from the calendar view and forgot to add a linked contact. Please add a pop-up notification to confirm saving if a linked contact has not been added.
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Anonymous
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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!
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Sean O'Connell commented
When adding an activity it would be nice if Redtail would verify that a contact should be linked when there is no contact already linked. I have had a few activities get set with no contact linked.