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Alan W Painter

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

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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Alan W Painter commented  · 

    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.

    Alan W Painter supported this idea  · 

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