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Anonymous

← Customer Feedback for Redtail Technology

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

    789 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    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

    173 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

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