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  1. 409 votes
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  2. 6 votes
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  3. 17 votes
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  4. 30 votes
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  5. 364 votes
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  6. 86 votes
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  7. 88 votes
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    An error occurred while saving the comment
    Anonymous commented  · 

    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.

  8. 327 votes
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  9. 16 votes
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  10. 5 votes
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  11. 314 votes
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  12. 26 votes
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    Anonymous commented  · 

    I completely agree with this suggestion. There are several defaults that are good to have in order to begin understanding the database. However, once our firm has input our desired items in each list, the Redtail defaults just tend to add clutter and confusion for the rest of the firm. The items are not being used anymore, rather they are just taking up space and causing confusion.

    Thank you!

    Anonymous supported this idea  · 

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