Flagged Leads On Dashboard

Greg H. shared this question 23 months ago
Answered

The flagged leads used to sort by event date order and for some reason that has changed

can we get it back, i dont want to be dealing with a flagged lead for dec in january they need to be in event date order for priortity handling

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Comments (21)

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Good catch! They are being sorted by date, but they are first being sorted by "Reason". We need the "Reason" sorting removed.

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yes it was working but that code might have dropped in teh update and the sort order reverted back

i get the idea of reason order but date is the most important.. i leave and die on my dashboard i have made so many extras to watch through the day

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I have a developer taking a look and will advise once it's reviewed.

Thanks!

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I'm open to changing the sort if it makes sense, but I don't think you realize the issues you would have if we changed it to what you are suggesting. The reason sort is first because there are things that are more important to see like conflicts, and you don't want those buried. Additionally, reversing the sort on event date would mean that your events furthest in the future with flags would show first. I think it would be best to keep as is and clear the flags of leads that shouldn't show. We are making it possible soon to clear all flags on leads that you catch in automations.

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I don't think anyone suggested reversing the sort by date.

I don't use this dashboard chart much, so I don't know if something changed recently, but in old io it shows all conflicts in order by date. In new io, all red conflicts are listed in order before yellow conflicts.

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oh im with you 100% i think my comment was not understood..

I agree I would like to see everything in event date order.. than we can work through those items as needed as they approach.. so in my example, that one on 12/30/23 was my point. it doesnt need seen at the top of the list when its 10 months away.. i think eveything in the box should be in event date order.. or give each user the ability to click on the heading to sort in the order they need it like we have in events tab where we can click on the column headings to sort as needed on the fly

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I think it currently sorts the conflicts first as they seem to be most important. Then it sorts by the date the flag gets set. I'd like to add the ability to allow you to sort these on your own at some point.

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I get that but wouldn't you want to have the immediate upcoming things first because most people work a todo list in the order that it's coming up due.. With the current sort scenario you could have a task at the bottom of 20 conflicts or a call tag that needs to be done in 3 days under 15 events that show call or conflict or tight turn arounds etc

It just seems the logical sort is in the date needed to be completed by


I'd love to see that sort option happen sooner than later... Just saying

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Whether it's the default chart, or a custom chart, we definitely need a list of flagged leads ordered by date. I just created my own. I prefer the default one because it has that column for "Reason", showing the color of the conflict. But at least mine is in order.603bc3e23bdd82f7cd9594123dadc4d3

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Have you tried using the Lead Flag column in your report?

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Yes. It doesn't help..

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Yeah we are a heavy task user and we put tasks into order supplies or call a vendor or call the customer back or whatever and if it's sorted based on some other kind of grouping that call that we might need to make if we're using the dashboard as we should it's going to be clear down at the bottom potentially and we're going to forget to call them yes we can email reminders yes we get text messages but looking at the dashboard makes life a whole lot simpler that's the point of the quick access dashboard in my opinion what's your thoughts Casey

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We don't do so much of the task setting, but I agree with you. That chart should show items in order. I don't know what the point is if they're not in order by date.

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here is another example of what my dashboard did today

it added a task that i entered back in 7/2022 for a task to do today 2/6/23

its a task todo but since it was flagged back in 7/2022 its at the top because of the crazy sort order that box has of flagged date...

so you could flag a task in 12/2022 for an event in 11/2023 and it would be at the top of the lest for 11 months until you handle it and remove it from the to do list.. i dont need it at the top as many of us seem to understand.


and we have been told it groups by reason but its obvious it doesnt.


The other coupon form leads are there because i have been leaving them to see how other flagged leads populate... they are in the order i need to handle them because the clients did their coupon form in that order over the past couple weeks.


this is totally sorted by flagged date..

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I can look at the task date that’s used for sorting. It should use the task reminder date but maybe it’s using the task create date.

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id say thats the issue. this latest screen show pretty much shows that.. but until the last update it was working correctly.. a while back it was messed up but then got fixed and then it came back.. id say it was just some older sorting code got put back in somehow.


Thanks Tim

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This has been changed.

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thank you TIM>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

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Greg, what do you think of this chart now? It's better, right? But we would still rather have all flags in order by date, wouldn't we?

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I'd like to reopen this and request the priority of flag type be removed and only by date. I'm having to do a lot of scrolling to see if I'm missing anything for each flag.

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Chad and Casey I have taken your feedback on this change to developers for further review.

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Thanks. I do have a concern about these "Call" flags. I don't know what creates them, and I don't want them brought to the top, especially for leads that are a year old. If there is a way I can prevent them, let me know.

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What does that mean?

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Sorry, won't thread

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CHAD it used to sort by event date then after an update it didnt but they have since corrected it back

that way a when a lead has a flag the list will be sorted by next upcoming event date instead of random order

if you use the flagged leads on teh dashboard it will help you stay on top of what needs addressed asap instead of randomly

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i agree 100% with date sorting

i didnt have as many as you have showing so i never seen that issue

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Agree 100% that hard and soft conflicts should be given the same weight.

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It prioritizes by date AND flag type so hard conflicts are still top, followed by soft conflicts and so forth. Within each of those is date. 

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maybe the best option would be to allow us to click on column headers like in leads to sort how we want it then it would be something everyone can do what fits them the best

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I have added everyone's suggestions and feedback to the ticket

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Per Tim: agree allowing users to sort columns interactively is best, but we aren’t there yet. I’ve made hard and soft show in the same sort. so here’s how it works, hard/soft conflicts are sorted on top in the order that the event occurs. other flags are sorted in order that the flag was noted. so if they requested a call, it was the time they requested. booking, it is the time they booked and so on. i’m not going to sort those by event date because i think it’s more important to be aware of the date the request or flag happened, not the event date. to use this well, users should be clearing these flags from the top to the bottom. it becomes messy and hard to work with when you don’t. conflict flags should be cleared by resolving the conflict. the rest can be cleared by just clicking to clear them. a call flag is when they request contact when viewing the quote.

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This looks great! Thanks!

How does this happen? "a call flag is when they request contact when viewing the quote". I have a bunch of those flags, but even with your explanation, I still can't see how they happen.

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It's when the contact form is filled out on the website.

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Is it possible to maybe prioritize tasks with or just under conflicts?

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No not for tasks

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