Shannon Armstrong
My feedback
2 results found
-
106 votes
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!
An error occurred while saving the comment An error occurred while saving the comment Shannon Armstrong
commented
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.
Shannon Armstrong
supported this idea
·
-
78 votes
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
·
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.