Alex F
My feedback
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98 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Alex F
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21 votesAlex F
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196 votes
An error occurred while saving the comment Alex F
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Agreed, PLEASE show past due and upcoming workflow tasks on the Workflow tasks due today interface. I want to see everything outstanding in this view for better usability. As of now, I don't think I've ever logged in and seen anything in that area of the home screen. Same goes for activities. Name it something else if you have to, but it's a poor user experience to have to click elsewhere to get this info. The dashboard should show this by default.
Alex F
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108 votes
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!
Alex F
supported this idea
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We absolutely need this. Feels like a table stakes request for a CRM system. Antiquated systems we've used have found a way to allow for this. Not sure why this isn't a bigger deal.