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  1. Bulk action to add all selected contacts to one new activity

    10 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    ARG commented  · 

    That link gives me instructions on how to bulk add activities to each client's record...one activity per name selected.

    I want the ability to add ONE activity and have multiple clients linked to it. I want to select which clients via the search screen. Right now my only option is to manually add each contact to the single task.

    ARG shared this idea  · 

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

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Open Activities from Today screen - order of Past Due

    279 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. Add an option for name pronunciation

    130 votes
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    Received  ·  7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    ARG shared this idea  · 

  5. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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