Activity Pinning
It would be a great resource for activities to be pinned at the top of an activity list. Listing an activity as a high priority with the exclamation point only goes so far. The date does not roll, so if the user doesn't know to update his columns by priority or if it changes, then the activity goes back to the original date. Going thorough and rolling each activity every morning is inefficient. If there was an easy way to PIN a certain activity to the top it would stay at the top of your list no matter what.
Kaylee Smith
shared this idea
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Benjamin Eidenschink commented
Our firm recently switched to RedTail from a different CRM. The lack of activity pinning with RedTail is a major downside to the switch. This was a high value feature, and allowed for higher efficiency with activities that were high priority.
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Ryan Lee
commented
We used pinned notes in our old CRM quite often for important recurring tasks as well as for important notes we wanted to keep at the top of a client's record. PLEASE implement this feature ASAP.