LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

Change the default view for "Tasks"

On specific Contact pages, the default view should be "All Incomplete" so people can see everything that is past due, due now, and upcoming.

On the Dashboard, the default view should be "Today & Overdue"

Currently both default to "Upcoming" and it's annoying and tedious to have to keep clicking and toggling between views.

  • Guest
  • May 13 2020
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