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Janice Young

← Customer Feedback for Redtail Technology

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9 results found

  1. Past due tasks stay on Today screen

    53 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Janice Young commented  · 

    It's frustrating when my boss assigns a task with a due date in the future and every day it goes to the past due screen. I have to manually rollover or reschedule multiple tasks every day. This is a completely inefficient use of my time. They are not past due. Please keep them on the Today screen until they are past their actual due date. Thanks!

    Janice Young supported this idea  · 

  2. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    30 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Janice Young commented  · 

    This happens frequently in our office. The past due tasks are a problem to manage.

    Janice Young supported this idea  · 

  3. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Janice Young supported this idea  · 

  4. Activity Start & End Date - Past Due

    9 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Janice Young supported this idea  · 

  5. past due activities view should be default view

    16 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Janice Young supported this idea  · 

  6. Open Activities from Today screen - order of Past Due

    285 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Janice Young supported this idea  · 

  7. Allow the sidebar to be customized or rearranged

    1 vote
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Janice Young shared this idea  · 

  8. Add Ongoing Activities Tab

    23 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Janice Young supported this idea  · 

  9. Edit Notes

    165 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Janice Young supported this idea  · 

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