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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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   Mark Kelly commented  ·  September 09, 2019  ·  Delete…

   Can you please add a way to save filter options in reports. That way you run your customized reports easily especially for ones that you run all of the time.

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   Mark Kelly supported this idea  ·  September 09, 2019