Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.
According to this forum, this suggestion (posted in 2016, 2017, 2018) was completed. Funny, since it's our biggest daily problem. We lose data so often that we have to keep a word doc open in the background during the day to enter notes and then find the time to cut and paste to Redtail. Counterproductive? You bet. Keeping notes for our client records is the main reason we purchased RedTail and it's proving less reliable than Outlook Notes. Finding the time at the end of each day to cut and paste into RedTail is ... difficult. so many words came to mind right there - i had to choose carefully. Problems: Save Activity Button isn't even on the same screen. Clicking Save Activity closes the activity. If you can't change how this works, how about a pop-up reminder that data needs to be saved and will be lost by moving around in RedTail?. Come on RedTail- this is basic stuff and its lack is ruining your good name.
Anonymous
shared this idea
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Kay Williams
commented
i believe there is an auto save every 25 key strokes under "draft" in the NOTES feature but not under ACTIVITY feature. It would be nice, but my work around is open multiple tabs for your different projects ( i always keep at least 3 redtail tabs open - calendar, contacts, and today) and keep the activity open until you save how you want the Activity description to look. A safe feature i do is i ALWAYS copy the info in description PRIOR to saving the activity just in case i get the unicorn.
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Traci
commented
Could not agree more!!!!!!