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.

    792 votes
    65 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Alanna Mauch supported this idea  · 
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    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
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Alanna Mauch supported this idea  · 

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