Alex F
My feedback
6 results found
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92 votes
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An error occurred while saving the comment Alex F
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18 votesAlex F
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196 votes
An error occurred while saving the comment Alex F
commented
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
supported this idea
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45 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
commented
I agree here. I want to see all outstanding Activities in this view, those in limbo, those upcoming, those past due. PLEASE add this feature. This view should be more comprehensive.
Alex F
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18 votesAlex F
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100 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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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.