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1. Save 'Common Filters' on Activity Reports

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   27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Rich Kitick commented  ·  Jan 26, 2016  ·  Delete…

   When we want to apply a filter to the "Activities by contact" report, we would value the ability to save a particular set of parameters for our filters that we can run on a systematic basis (daily, weekly, etc).

   Even further wishful thinking would be to be able to schedule this report to be run and emailed on an automated basis.

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   Rich Kitick supported this idea  ·  Jan 26, 2016