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

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   65 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

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

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   Linda Goff commented  ·  Dec 2, 2015  ·  Delete…

   I'd like to see the ability to have the Activity Details sheet default upon its opening to the "more details" - this would allow the users more options for use and less "drilling down" to uncover additional tools.

   Linda G

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   Linda Goff supported this idea  ·  Dec 2, 2015