Make Past Due & next 30 days... More than 30 days.
Why would the main screen only show the next 30 days? We are planning/ scheduling things out all year and have to click on the activites tab all of the time. What is the point to limit this to 30 days? Why can't it show past due and activities 365 days forward? Or at least the option to extend that on the clients home page.
I see that this was completed in 2017, but don't see it on my system
31
votes
Taylor van Doorninck
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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Andrew
commented
It should be a no-brainer that 30 days should be extended at minimum to 45 days to accommodate for visibility of Tax loss harvesting activities.