Dates on Open Activities list on client dashboard
On the client dashboard could you please list the date for that weeks activities. Once it gets to the current week it only states that day of the week. But when I am trying to confirm appointments and am in the clients account I have to open the activity to verify the date. I would be nice if the actual date is listed for all activities, even the activities that take place on the current week.
Julie Hey
shared this idea
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!
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Kristen Crouthamel
commented
YES! I wish I could add a screen shot here, but for one client, for example, it has old stuff from 2019 with a full date listed, then anything overdue in the current year with just a month & day of month, then anything in the rest of the current week it shows just a day of the week, then the following year it goes back to dates. Just have it ALL be dates, FULL DATES for consistency. Or make it an option for the user how they want to see it. (yes, I filter for ALL Open Activities and since they don't have a way to do this, I go back to 2000 and out 50 years to be sure I'm able to see anything overdue or open in the future. I have to do the same for completed activities.)
Open Activities - 01/01/2000 to 09/16/2050 (8)
DATE TYPE # SUBJECT ASSIGNED TO LOCATION CATEGORY
Dec 26, 2019
All Day Task Online Access Request - TDA Task
Dec 26, 2019
All Day Task Retirement Analyzer - Initial Reports Task
Dec 27, 2019
All Day Appointment Meeting / Paperwork Only Meeting - Client
Dec 31, 2019
All Day Task Obtain Life Insurance/LTC Hybrid Quotes Task
Jun 25
All Day Task Analyze Pacific Life VA (Jeanette, IRA), Annually Task
Friday
All Day Task Analyze Prudential VA (Bill, SEP IRA), Annually Task
Wednesday
All Day Task Transfer-In: TO Bill's TDA Individual(k); Rollover from Putnam SEP IRA 2 users Task
Jan 4, 2021
All Day Touch Base Touch Base / Schedule Review 2 users Touch Base