Add option in Opportunity filtering to save a date range.
Add option in Opportunity filtering for a saved Start/End date range that doesn't change.
I am tracking several opportunities, some for more than 2+ years. With a new year changing, I can now only view Opportunities with a close date in 2019. Why should I have to apply a filter to those that are from last year, every time I want to look at them? If they are still Active, I should be able to see them without having to take time applying a filter every time.
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!
This issue is arising again as the end of 2020 is coming to a close. The system automatically filters for all opportunities in 2020. We are only seeing opportunities with close date in 2020 although it would make much more sense to start with no filter and allow users to then filter down to a specific year if they wanted to.
Allow opportunity filter to have a blank future date by default or let us save our own default parameters, being limited to the current month or a fixed future date is not representative of a normal pipeline, we work in future and toward the end of the month, you are only seeing the next few days.