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1. default values for every field

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   12 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Kristin commented  ·  Oct 1, 2015  ·  Delete…

   When opening up pending activities for a client you should be able to set your own default instead of having it automatically set to custom date range.

   It is important for us to see all activities for a client not just a small date range.

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   Kristin supported this idea  ·  Oct 1, 2015