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1. Option to automatically rollover activity

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   47 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  September 07, 2016  ·  Delete…

   If I have a task/activity that is listed as something to do today, I would like to have the ability to roll the task forward one day with the dropdown rollover button. This would make it a one click process to bump items forward one day, as opposed to going through the full process of rescheduling the task or waiting for the next day to roll the task over to the current day. The rollover option is available already for today's tasks, but it does not work because it only rolls them over to the current day... not to the next day which would be logical.

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   Anonymous supported this idea  ·  September 07, 2016