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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.

    765 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    Instead of clicking "creat activity," click "edit and create activity." This will open up the activity as you are used to seeing it, with a description section (although it is annoying to have to do an extra step, but better than trying to hunt down the activity you just created.)

  2. Option to view all activities

    383 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    I DO NOT like no longer having the option to see "past due and next 7 days" activities on my today view. PLEASE ADD THIS OPTION BACK.

    And/or, if we have to go to Activities page to use this option, then at least add a SHOW ALL option for whichever timeframe we have selected to see activites, instead of having to click through pages.

    The time to load a page is less important to me than actually being able to see all my activities how I want them.

    Anonymous supported this idea  · 

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