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Jeanne Gibson

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  1. Activities saved as draft

    329 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Jeanne Gibson commented  · 

    Or at least say - this has not been saved, would you like to save it?

  2. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jeanne Gibson supported this idea  · 
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    Jeanne Gibson commented  · 

    On the Overview- the end date should be used to determine past due not the start date. Having an activity show up as past due feels/looks bad - especially when it is NOT past due. Not sure how to fix it bcz need to see open tasks while in progress but "past due" just looks bad. Maybe have them run in current day until past end date. Then toss them into "past due" section. Yes I like that! Because ongoing tasks need to be seen current day.

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