Skip to content

Alanna Mauch

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. When creating new activity, give users the option to make the "more details page" the default.

    789 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
    Alanna Mauch supported this idea  · 
    An error occurred while saving the comment
    Alanna Mauch commented  · 

    The new version is inefficient for adding activities with descriptions. Though "streamlined," it is a hassle to have to create & click in to edit the activity in order to add a description of the assigned activity.

    Additionally, the ability to add multiple attendees at once (in the old version) was much more efficient than opening the selection menu multiple times

  2. Option to view all activities

    389 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…)
    22 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
    Alanna Mauch supported this idea  · 

Feedback and Knowledge Base

(thinking…)