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1. Please add a pop-up alert before saving an activity if there is no linked contact

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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  ·  Aug 5, 2015  ·  Delete…

   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.

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   Sean O'Connell supported this idea  ·  Aug 5, 2015