Extend Future activities view to 12 months for a client
Having the activities button say Past due and next 12 months would be wonderful. It would be very helpful to see what the future activities scheduled for a particular client are with the click of a button. The button there works fine, but it's not long enough. If I have something scheduled 6 months out and I wanna know what that is....or even know that it exists frankly, it's hard to get too.
Thank You
Mike Traxler, RT User at Tradepmr
Anonymous
shared this idea
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Alan W Painter
commented
Please add to the drop down filter in contacts a 12 month option for upcoming activities. When reviewing accounts I look forward a year for almost every time I go into a client contact for several things.
Annual Reviews
Annual Contributions
Annual Distributions
Annual RMDs
Annual meetings
Birthdays
Anniversaries
I should not have to fill out custom 12 month dates everytime I am in a file.