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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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   Anonymous commented  ·  January 17, 2017  ·  Delete…

   It would be great if there was a way to set the default view when looking at the Activities by Contact report. We look at this weekly and each time have to go in and uncheck the various boxes that we don’t need to see (ex. IMP, PRI, etc.)

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   Anonymous supported this idea  ·  January 17, 2017