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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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   Diane Sheibley commented  ·  November 27, 2020  ·  Delete…

   Seriously, this can't be that hard of a feature to add. I run many of the same reports on a daily and weekly basis, and it would be an amazing time-saver to just be able to click on the memorized report filter template.

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   Diane Sheibley supported this idea  ·  November 27, 2020