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How can we improve Redtail Technology's CRM?

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tasks

It would be helpful to add an activity and not have a specific date & time required as an input. This would help with outstanding tasks and not clutter up the calendar. We would like to use RedTail as a task tracker without having to build workflows. We would like to simply assign a task to an employee with no due date and no workflow steps.

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Brian shared this idea  ·   ·  Report…  ·  Admin →
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  • Debbie Maret commented  ·   ·  Report

    The way activities are set up today, it creates too much clutter in the calendar. Would be nice for activities either be a calendar entry (meeting) or a task (to-do).

  • Anonymous commented  ·   ·  Report

    this could be SUPER helpful in creating a more Project oriented page, list of outstanding that could be "grouped" in some way as well?

Redtail CRM: Activities

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