Skip to content

Anonymous

← Customer Feedback for Redtail Technology

My feedback

2 results found

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

    782 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

    386 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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  · 

Feedback and Knowledge Base

(thinking…)