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Jana Marion

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

    64 votes
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    8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jana Marion shared this idea  · 

  2. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jana Marion commented  · 

    Create a Report "Quicklist" to enable users to save report parameters much like the Quicklist option through Contacts reports.

    Jana Marion supported this idea  · 
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    Jana Marion commented  · 

    Why is this STILL under review? This should be implemented. Seems like it should have already been part of the reports feature.

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