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1. Save Before Closing Warning

   30 votes

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   1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Aaron supported this idea  ·  Jan 19, 2023

2. auto save notes

   45 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Aaron supported this idea  ·  Jan 19, 2023

3. save activity

   42 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Aaron supported this idea  ·  Jan 19, 2023

4. When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.

   28 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Aaron commented  ·  Jan 2, 2020  ·  Delete…

   I have the same problem. I like to save my comments regularly, but whenever I save the activity it always closes out to the calendar. Having a "Save and Edit" option would really help fix this problem. Thanks for considering!

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   Aaron supported this idea  ·  Jan 2, 2020