schedule activity for last business day or first business day not just day of the week
I want to schedule a task for the last business day or the first business day of the month or year etc. Only being able to set the task for the first/last monday, tuesday, etc. could create the task a whole week early or late
Anonymous
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
AGREE!!!
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Kurt Schuler
commented
This is a no brainer.....every CRM I have ever seen has business day of the month as a repeat option!!!!
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Andrew Barnes
commented
I agree! We need to be able to repeat activities on say the 5th business day of the month.
Trying to get a similar result using the "Repeat on the Second Monday" has a daily range between the 8th (if the month starts on Monday) to the 14th (if the month starts on Tuesday). That is a range of 7 days, or about 25% of the month.
That doesn't give our scheduling for recurring tasks a lot of accuracy.
Scheduling by business day would help a ton! Thanks!
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Michael C.
commented
Agreed with both comments. PLEASE add the ability to specify options like first or last business day of a month or a way to schedule an event that occurs the first two business days of every month.
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Angie
commented
We should have a weekday option when scheduling reoccurring items. For instance, Scheduling a task to contact a client the 3rd weekday of each quarter rather than the 1st Wednesday which could end up being the 5th weekday of the month.