Skip to content

Anonymous

← Customer Feedback for Redtail Technology

My feedback

2 results found

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

    765 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anonymous commented  · 

    Add user preference to show "Edit" View when creating an activity. This would allow users to double-click on a calendar day and be able to add things including linked accounts, team notify, and delete activity without having to click "edit" each time.

    Anonymous supported this idea  · 

  2. Assign Activity to Team

    155 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 

Feedback and Knowledge Base

(thinking…)