Anonymous
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542 votes
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782 votes
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12 votes
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Anonymous
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463 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous
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Please improve the "Add Activity" feature, especially when clicking a time on the calendar to add the activity. The information that can be added there is very limited and there are WAYYYY too many clicks. For an assistant to add an appointment for a Rep from the calendar it's a double click, then FOUR clicks to add each contact, ONE click for the edit button (because you can't add notes or attendees from the calendar pop-up), FIVE more clicks to add each attendee (we typically have at least two attendees), and ONE more click to remove the assistant's attendee status. Plus a click to save assuming you aren't linking an account or not or anything else. That's 19 clicks (assuming 2 attendees) for each typical meeting that we create in our small office. There's got to be a better way!