Report - "Activities Assigned to You by You" or "Activities Assigned by You to You"
I understand that I may get a report of activities assigned by me to me if I choose contact in filter. However, I have many contacts and I can't remember everyone who has an activity for me that was assigned by me. For this reason, I request for a report that includes activities assigned by me to me.
To illustrate my circumstance, when I compared the reports available right now (Activities Assigned by you to others; Activities Assigned to you by others) vs. the list that shows under Today's Activities for Everyone, I have found that 50% of what was in the latter was missing from the former set.
Another team circumvented this problem by having a peer create an activity for them. However, I doubt that Redtail intended for this to happen. I say this because Redtail has improved by leaps and bounds and as such I feel that Redtail strives to be user friendly. Again, I doubt that they intended for the user to stop in their tracks, go to a peer and ask them to write an activity for them. It is faster, more convenient, and more precise if the user writes his/her activity for him/herself.
I am certain that if either the "Activities Assigned by You to You" or "Activities Assigned to You by You", report existed then that would have a dramatic positive impact in the Redtail experience of every user. I know that it would in mine.
Thank you for considering my proposal on how to improve Redtail Technology's CRM.