activities
Be able to set a default activity timeframe that is saved by the user's preference.
10
votes
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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Anonymous commented
Love this idea...within a client record, we'd like to default the activities view to the next 6 months.
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Prestyn commented
On the 'Today' screen (or the homepage - same thing), there is an option to see past due or upcoming activities. There needs to be an option to select all so users can view both past due and upcoming activities on the same page!!!