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Trina Montano

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  1. 58 votes
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    Trina Montano supported this idea  · 
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    Trina Montano commented  · 

    Agreed! Please create a "Leave site? Changes you made may not be saved" pop up warning when a user tries to close a Redtail webpage or tries to go back to the Redtail dashboard.
    Currently, users can be in the middle of making edits to an activity/adding details to the description or notes, and Redtail does not warn you to save changes before leaving the page.

  2. 54 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    An error occurred while saving the comment
    Trina Montano commented  · 

    Agreed! Please create a "Leave site? Changes you made may not be saved" pop up warning (like Gmail has) when a user tries to close a Redtail webpage or tries to go back to the Redtail dashboard.
    Currently, users can be in the middle of making edits to an activity/adding details to the description or notes, and Redtail does not warn you to save changes before leaving the page.

    Trina Montano supported this idea  · 

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