List of activities should have a Sort-able Due Date Column
Under the Activities menu item, there should be a column for the due date and you should be able to sort the list of activities by this date, like the other currently available columns. Without it, if you have an activity to call the client in two months, it shows on top when sorting by date, yet it has the latest due date of all activities.
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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Katie Flohr commented
I would greatly appreciate being able to sort by the due date, rather than the activity date.
This is our largest flaw with the Redtail CRM system and we're really hoping to have this updated ASAP. -
Anonymous commented
This would be great!
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Schuyler Engelhardt commented
Tom, Thank you for sharing this idea. This would be a tremendous help to our firm. If Redtail does not add this feature, we may need to reconsider our CRM software provider.
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Robbin Braswell commented
This would make viewing tasks a lot more efficient in the activities section. With the due date column added it helps prioritize your tasks.
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Joe Breslin commented
Sorting by due date often has more relevance than sorting by the date the activity was assigned. Please add this functionality to the activities page.