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7 results found

  1. Creating an Activity Should Send ONE Notification

    When creating an activity... Why does person you are assigning it to receives more than one email notification on the activity? You need to click on edit to add the location and notes, therefore I didn't save the activity so the email shouldn't be sent. If I didn't "Save" it I'm not done creating it.

    53 votes
    5 comments  ·  Activities  ·  Admin →
    How important is this to you?

  2. Activity Report - Linked Contacts - can sort online but doesn't in PDF

    It would be great if the PDF report could print Linked Contacts alphabetically A to Z. I can sort A to Z online in the report section but when I select PDF it scrambles the names up so what I see on my screen does NOT match printed version. So frustrating!!! Also, if there are 2 linked contacts it prints "2 contacts" and not the names.

    12 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  3. adding multiple contacts to an activity

    This is a duplicate of other requests but until you decide to pool similar requests......

    When creating a new activity can we please have the ability to add multiple contacts without having to save the activity and then edit it to add the additional names? It's a waste of effort!

    126 votes
    13 comments  ·  Activities  ·  Admin →
    How important is this to you?

  4. Open Activities from Today screen - order of Past Due

    When you choose "Past due" activities, it starts with the oldest, and separates them onto multiple pages. When you try to order newest to oldest, it only orders THAT PAGE, which is useless. I need to see my Past Due from the most recent to the oldest. There is no way to do that efficiently. You have to find your last page, order that page, work through that, then go to the next page and work through that. It's very clunky. Please allow ALL Past Due activities to be ordered from newest to oldest, not just the current page.

    285 votes
    12 comments  ·  Activities  ·  Admin →
    How important is this to you?

  5. **Please don't classify activities as past due until after the end date**

    If I create an activity that needs to be finished by the end of the month, it shows up as past due every day and I have to manually roll it over each day.

    Use the end date entered when creating the activity to determine when an activity is "past due"

    Or add the ability to set things up this way when creating an activity.

    106 votes
    11 comments  ·  Activities  ·  Admin →
    How important is this to you?

  6. Activity Privacy Options- change default from Everyone or allow users to change default

    The new Activity Privacy Option defaults to Everyone. Few if any databases are going to want Everyone to see activities or to see colored blocks on their calendar marked Private. That means thousands and thousands of changes to activity privacy display. INSTEAD, change the default to Only Attendees, OR, allow users to change their default.

    102 votes
    8 comments  ·  Activities  ·  Admin →
    How important is this to you?

  7. When creating new activity, give users the option to make the "more details page" the default.

    Currently, there are lots of suggestions for fixing the abbreviated activities dialogue box. Many users are unhappy with the multi-step process for assigning activities to other users, adding notes, etc. It's very inefficient and lots of users prefer the Leapfrog approach to adding activities - one dialogue box with all the details on one page. It was very efficient.

    Maybe the best solution to making the process more efficient in Tailwag is to bypass the abbreviated dialogue box. There are two options.

    1. Get rid of the abbreviated dialogue box Altogether. When the user clicks add activity, Tailwag goes directly to…

    792 votes
    65 comments  ·  Activities  ·  Admin →
    How important is this to you?
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