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1. Hi, when you click on a client you should be able to see ALL upcoming activities not just the next 30 day.

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Nick Kurdziel shared this idea  ·  Sep 9, 2024

2. Make Past Due & next 30 days... More than 30 days.

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Nick Kurdziel supported this idea  ·  Sep 9, 2024