I suggest you ...

Create a task list function

Templated lists that can be assigned to contacts to easily manage transaction phase...IMPORTANT - not # days before or after, simply choose dates as they always vary.

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    Nikki shared this idea  ·   ·  Admin →

    2 comments

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      • Liz K. commented  · 

        YES!!! OMG, this is so so so important. Programs and tasks are so out of whack with having to rely on the item before it versus a set date or days after Day 0 (or days before/after another task in the list).

      • Teri Barlow commented  · 

        this would be awesome to have so that annual reminders can be sent, like change clocks, set up HVAC service, etc

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