Filtering Reminders
Right now you can only view all reminders or view one specific type of reminder at a time. It would be great if people could filter out the type of reminders they don't want to look at but still be able to see all the other kinds. For example, they could set it to view all the reminders except Birthdays and Anniversaries, or to view Workflow, Client Review, and Account Renewal reminders but nothing else. And make the setting savable so you don't have to change settings every time you look at reminders.
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!
-
Anonymous commented
Yes, please! Enable filtering to choose only the ones you want to appear on daily reminders. I need TWO, but I don't need ALL which creates an enormous list of information I do not need. It is a hassle to toggle back and forth between the two I want.