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Jason

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  1. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  2. Make custom reports/exports easier to access

    59 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Jason commented  · 

    You need the ability to see a Custom Export in a standard report view. The only way I can see my own 'custom report' is to create an export and send that data to Excel. Then I have to format columns, etc. -- much too time consuming. I should be able to see 'Custom Exports' in a quick PDF on online report view.

    Jason supported this idea  · 

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