Skip to content

Cody

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Go directly to "Activity Details" when creating a new activity

    14 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…)
    0 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
    Cody shared this idea  · 

  2. 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
    Cody commented  · 

    This would create some efficiencies for our team but, more importantly, it would reduce duplicate email notifications for activities.

    For example, right now, when we click "Add activity" and add the relevant details in the abbreviated "Create Activity" window, attendees will get an "activity assigned" notification email as soon as we click "create & edit" and then another "activity updated" email once we actually have the opportunity to get to the activity details screen to add a description and additional notes, etc.

    Is there a recommended workaround for this or planned feature update that would allow us to bypass "create activity" and go straight to "activity details" window?

    Cody supported this idea  · 

  3. Email Notification (Activity Assigned)

    94 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…)
    1 comment  ·  Redtail CRM » Notifications  ·  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
    Cody supported this idea  · 

Feedback and Knowledge Base

(thinking…)