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1. Extend Future activities view to 12 months for a client

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Alan W Painter commented  ·  Jan 2, 2024  ·  Delete…

   Please add to the drop down filter in contacts a 12 month option for upcoming activities. When reviewing accounts I look forward a year for almost every time I go into a client contact for several things.
   Annual Reviews
   Annual Contributions
   Annual Distributions
   Annual RMDs
   Annual meetings
   Birthdays
   Anniversaries
   I should not have to fill out custom 12 month dates everytime I am in a file.

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   Alan W Painter supported this idea  ·  Jan 2, 2024