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Redtail CRM

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24 results found

  1. Notes by Contact report

    Allow Note comments to be added to report by date outlined in filter.
    EX Original note date 07/14/17 Comments made on 08/01/2017 (notes report filtered for 7/24/17 thru 08/08/17. ) Though the original does not appear due to date filter,please allow the comment to appear in the report as it is within the filtered date range. AT this time the report only allows for recognition of the original note date.

    5 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. Report on Database Users

    Within User Management being able to export a report on who is an active or disabled user.

    4 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Report of clients on a given step in a workflow, then mail merge from report

    I would like to be able to see all the clients on a given step in my workflow process. Then to be able to mail merge and send those clients a letter would be very helpful.

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Activity report option in common tasks

    The report options within the common tasks of a contact record, only provides a "last activity" repor however, you did give options fo "last note" and "notes report". Please give the same option to be able to run "activity report", not just a "last activity"report. Similar to how the note report options are.

    2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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