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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  ·  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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   Anonymous commented  ·  Nov 18, 2016  ·  Delete…

   When initially creating an appointment on the calendar, it would be helpful to have the following options: location, importance, priority & description. These features only appear after the appointment is made on the calendar. We have to go back into the appointment to fill in those items/fields. It would be a time saver! Thank you!

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   Anonymous supported this idea  ·  Nov 18, 2016