Preferences - Only past due and next 30 day tasks appear on client record
Currently, on the client home page, Past Due and Next 30 tasks appear by default. Please make this a preference. We work with our clients on an every 4-6 week basis and when we come into the record would like to be able to see when our next interaction is scheduled for. If we could change (as a preference) this to Past Due and Next 60 days, it would make the information on this page much more useful for us. I understand that this is not something that everyone would like, so feel that adding it as a PREFERENCE would be a great way to handle it. Some may want only the next 15 days, some may want the next 90.
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Megan Jette
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