Option to view all activities
Please add option to view all activities under a client records. Changing the date range every time I'm in a contact is a lot of clicks.
Cliff Robello
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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Anonymous
commented
I was able to go to a contact, see his open activities, whether they were past due or upcoming, all in one convenient page, now I have to remember to go to past due to see if i missed anything. VERY INEFFICIENT! I am so much less productive now!
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Anonymous
commented
I DO NOT like no longer having the option to see "past due and next 7 days" activities on my today view. PLEASE ADD THIS OPTION BACK.
And/or, if we have to go to Activities page to use this option, then at least add a SHOW ALL option for whichever timeframe we have selected to see activites, instead of having to click through pages.
The time to load a page is less important to me than actually being able to see all my activities how I want them.
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Desiree
commented
Instead of having to select all activities separately give an option for all and default to this everytime