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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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   Lydia Thompson commented  ·  Jan 6, 2015  ·  Delete…

   I really like the Activity Report by Contacts and the filter is just what I need to customize but I would really like to be able to "save" this custom report so I don't have to recreate it every time I need it.

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   Lydia Thompson supported this idea  ·  Jan 6, 2015