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1. Automatically Create and Email Reports to User in Recurring Schedule

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   10 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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   Anonymous commented  ·  Apr 15, 2016  ·  Delete…

   add a function to automatically run and send a specified report to specified contacts at defined intervals.

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   Anonymous supported this idea  ·  Apr 15, 2016