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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!

   Josh Strittmatter supported this idea  ·  Jun 24, 2015
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   Josh Strittmatter commented  ·  Jun 24, 2015  ·  Delete…

   I would like to be able to go to an Activity Report and memorize it so that my filters stay the same. This would be similar to a Quicklist. I use memorized reports in other programs such as QuickBooks and it saves valuable time.

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