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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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   William Mertes commented  ·  Feb 9, 2017  ·  Delete…

   Please roll back Tailwag 2.0. Everything I do now is harder than it was yesterday. Adding an activity? It's now an extra step to add details to that note. Want to see you current and past due activities? No longer an option from your home screen (TODAY). ANOTHER extra step.

   Please turn back to the clock to yesterday!

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   William Mertes supported this idea  ·  Feb 9, 2017