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1. Activities saved as draft

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   26 comments  ·  Redtail CRM » Calendar  ·  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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   Tiffany Person commented  ·  August 08, 2016  ·  Delete…

   Frustrated that when I double-click on calendar to add an event/appointment/etc, the pop-up window disappears as soon as I navigate away from it! So if I get a phone call in the middle of setting up someone's appointment and have to navigate to, say, Outlook or something, when I come back to RedTail the appointment I was working on is gone! It needs to stay up as an active tile in the background.

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   Tiffany Person supported this idea  ·  August 08, 2016