Emily Johnson
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64 votes
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235 votes
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!
Emily Johnson
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An error occurred while saving the comment Emily Johnson
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I am in charge of training and maintaining our Redtail CRM System for the company that I work for. The employees that use the system range from fresh out of college to a few years from retirement. There is a constant struggle to help them remember how pull an Activity Report for their monthly calls. I wish Redtail would create a Report Quicklist that they could save the Activity Report they are trying to run each month. It would save user time in finding the report and myself a lot of time explaining it to multiple people each time the report needs run. Please take this into consideration.
At my company we record our call reports in the Activity section. At the beginning of each month we run an Activity Report filtering for the last month and the specific user. Those reports get printed and emailed to our managers. Our Managers came up with the idea that those reports could be automatically generated each month and be programed to email directly to the manager and specific employee. Unfortunately you do not have that capability. Is this something that could become available in the future? It would be very helpful.