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

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   11 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Shannon Armstrong commented  ·  February 10, 2020  ·  Delete…

   AGREE!! I have to move my start date every day so that I don't have PAST DUE Activities. I've made the suggestion myself to fix this.

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   Shannon Armstrong commented  ·  February 15, 2019  ·  Delete…

   This is a huge obstacle for me in using Redtail. As a result, we are shopping for another CRM. The start date should never have to be changed in order to see your task on your dashboard. The dashboard should reflect the tasks/activities by DUE DATE. In addition, many tasks are in a "pending" status because we are waiting for a client to return documents for example. It would be very helpful to have a category/status "Pending reply", or "Pending Other Action" so we can quickly see which items we are to act on, and which ones we can't yet act on. The sorting feature by start date is a major flaw in this system.

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   Shannon Armstrong supported this idea  ·  February 15, 2019

2. RMD Ages in Contact Information

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   7 comments  ·  Redtail CRM » Contact Record  ·  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!

   Shannon Armstrong supported this idea  ·  February 15, 2019