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Alana Wagner

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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  ·  Admin →
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    Alana Wagner commented  · 

    I.E. when the event was created, who created it, who it's assigned to, etc. Even if you are in a calendar event and click "More Details," it still does not show this information. Currently it comes through in the email notifications, but it would be more beneficial to keep track of this information directly on the calendar, as opposed to having to save and track the email notifications.

    Alana Wagner supported this idea  · 

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