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Corbin

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  1. **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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    Corbin supported this idea  · 
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    Corbin commented  · 

    When you set up activity with start date and end date it shows up as overdue after start date. It should not be overdue until end date should stay in current

  2. sorting in reports should display that way in PDFs

    25 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Corbin commented  · 

    When running an activity report and you check off the criteria you want to see but the PDF and the export displays everything. Would like to see just info selected

    Corbin supported this idea  · 

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