Add a button
You should add a button so when we schedule something (other than a meeting) and it's not done on the date it was assigned, it can automatically roll forward. We waste way too much time moving past items not yet completed forward into the current day. It would be far easier and less stressful to have an option to have these items move automatically to the next day. This is done in most other CRM like Act and others.
Brad Creger
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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Leo O'Connor Jr commented
100%! Even allow us to set this up in options for autoroll activitites with certain statuses (checking the box of all but the meeting, scheduled calls, out of office). That way we don't even have to click the button per activity.