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1. opportunity filter

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   5 comments  ·  Redtail CRM » Opportunities  ·  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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   Jeffrey K. Ruffing commented  ·  January 07, 2019  ·  Delete…

   Add option in Opportunity filtering for a saved Start/End date range that doesn't change.

   I am tracking several opportunities, some for more than 2+ years. With a new year changing, I can now only view Opportunities with a close date in 2019. Why should I have to apply a filter to those that are from last year, every time I want to look at them? If they are still Active, I should be able to see them without having to take time applying a filter every time.

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   Jeffrey K. Ruffing supported this idea  ·  January 07, 2019