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Tammy Mueller

← 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.

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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tammy Mueller supported this idea  · 
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    Tammy Mueller commented  · 

    I would like to be able to choose a setting that would allow me to choose to go right to the edit screen on calendar. When I double-click on a time in the calendar I get the smaller choice and have to click on Edit every time because I always need to use edit to enter the location of the appointment. Somebody already asked if location could be added to the smaller window and it was declined as not possible. The location is being missed on appointments often in our office because people aren't taking that extra step. This is causing major problems for us. Either add location as an initial option since it is extremely important, or bypass the extra clicking by defaulting to the larger box right off the bat.

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