Streamline clicks on commonly used tasks
To look at a clients tasks used to take no clicks. Now I have to click on activities and then set a custom range to see all. Then, as soon as I sign off, I have to re-set the custom range all over each day.
It would be really helpful if you had someone with industry experience who could guide you so that the most common tasks take the least amount of clicks.
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!