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Dan

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  1. 765 votes
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    Dan commented  · 

    Has this really been under review since 2015? Please, please add the description box as the default for adding a new activities. Assigning activities is one of the most common things every single user does on a daily basis.

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    Dan commented  · 

    Please make it easier to assign activities to other users by adding the description box.

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    Dan commented  · 

    Please include the Activity description field when doing a "Quick Add Activity"

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  2. 1,217 votes
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    Dan supported this idea  · 
  3. 1,253 votes
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  4. 729 votes
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  5. 1,924 votes
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    Dan supported this idea  · 
  6. 628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Dan supported this idea  · 
  7. 1,345 votes
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    Dan supported this idea  · 
  8. 268 votes
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    Dan supported this idea  · 
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    Dan commented  · 

    Ability to trigger an automation when an activity is completed.

    That way when you complete an activity it would automatically initiate a workflow.

  9. 82 votes
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  10. 315 votes
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    Dan supported this idea  · 
  11. 842 votes
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    Dan supported this idea  · 
  12. 135 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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    Dan supported this idea  · 
  13. 391 votes
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    Dan supported this idea  · 

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