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1. Update Repeat Options for Recurring Activities

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   6 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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   Carin commented  ·  May 6, 2020  ·  Delete…

   I agree! I used to be able to have Client Reviews repeat on the first day of a month, regardless of the actual day of the month of the first meeting. In other words, we had a client meeting on March 24; I want to have it repeat every 3 months, on the first day of the month but it's forcing me to choose either the fourth Tuesday of the month or the 24th of the month. We always put future reviews on the first day of whatever month they are to be scheduled so they all show in the same place. I don't know why you took this feature away. Please put it back!!!

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   Carin supported this idea  ·  May 6, 2020