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1. Filter Activity Reports by contact status

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   4 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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   Mike Mosley commented  ·  Sep 26, 2018  ·  Delete…

   It would be hugely beneficial for our company if we could add a client's category to the Activities by Contact report. This way we would be able to see how many appointments advisors are keeping with A, AA or AAA clients.

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   Mike Mosley supported this idea  ·  Sep 26, 2018