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EJV

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. If changes, updates or additions to Activities and Notes could automatically save, or at least ask if you want to save before you move away

    54 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    EJV supported this idea  · 

  2. Save Before Closing Warning

    30 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  3. save without closing

    14 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    EJV supported this idea  · 

  4. auto save

    18 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  5. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    EJV supported this idea  · 

  6. Reminder to Save activity

    14 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    EJV commented  · 

    I was glad to see someone else had the same frustration as I. And am shocked it's not a huge request by many. It seems a no-brainer to include this feature - or - just save it automatically as Google docs do. It is SOOOOOO frustrating to loose your work cuz a client shows up, a phone call requires another screen, etc. and you forget to save before exiting. I'm quite surprised something hasn't been done on this sooner. PPLLEEAASSEE work on this. I've already lost hours to it!
    Hayley's reply is over a year old. Any progress?
    Thank you in advance for your consideration.

    EJV supported this idea  · 

  7. save activity

    42 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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