Save Filter Dates on Upcoming Opportunities on Today's Overview
We would like to view Upcoming Opportunities for the next 90 days. However the default is set to next 30 days for Upcoming Opportunities on the Today's Overview. Please add a default setting that can be changed so that we don't have to select the preferred filter each time.
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!
I agree with this, when ever you go in and check the boxes on what you want to view it does not save the choices.
Three needs for Tracker:
1. System should "hold" or "save" filters based upon user preference until changed again.
2. Once "Grouped" by field, system should allow for column sort order to be changed with arrow and retain initial grouping.
3. Provide another input field to track "product type" being offered. This is key to our business.
4. Ability to change the field headings. "Amount" is pretty vague. Be nice if we could track 1st year est. revenue and event ongoing trail.