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1. Option to automatically rollover activity

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   49 comments  ·  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!

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   Tait Lane commented  ·  Nov 6, 2018  ·  Delete…

   I have seen numerous requests to have tasks rollover instead of going to the past due category. Each time Michelle closes then and decline the requests saying that most users prefer to have them go past due. Yet each request has multiple votes for the change. Managing the past due is cumbersome and time consuming. Tasks need to be kept top of mind and automating the rollover to the following day needs to be integrated into the system.

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   Tait Lane supported this idea  ·  Nov 6, 2018