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1. Activities saved as draft

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   26 comments  ·  Redtail CRM » Calendar  ·  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!

   An error occurred while saving the comment
   Jeffrey commented  ·  Aug 8, 2016  ·  Delete…

   After spending a few minutes on updating a calendar activity item, with corresponding typed notes, one click of the surrounding greyed-out area deletes the open window, without saving all the typed changes.
   (It's especially easy to accidentally click the grey area, when switching back and forth between windows with other software programs).

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   Jeffrey supported this idea  ·  Aug 8, 2016