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Jonathan Sard

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  1. Full date display for activities

    62 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jonathan Sard supported this idea  · 
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    Jonathan Sard commented  · 

    Add the actual date in the Open Activities Page. The date column lists the day of the week for upcoming activities, but not the actual date. Please add the actual date as well.

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

    785 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jonathan Sard supported this idea  · 
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    Jonathan Sard commented  · 

    It is now a two step process to create an activity whereas on the old version it was one step. Furthermore, we now have to go to two screens to create a task which is very inefficient. Also, the process of switching tasks to other users/employees is very inefficient compared to the old version.

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