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Becca Werner

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  1. Create a Report for Daily Actions in Tailwag

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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Becca Werner commented  · 

    It would be helpful we could run a report of each user’s activity over a certain timeframe. I don’t mean the “Activities assigned to me” report or anything like that, but something that shows the notes that user added, which tasks/ workflows/appointments/activities they completed or added to, and the details of what they added/updated. So if I wanted to see which clients I made notes on or started workflows on that week I could have one report with all of my actions/keep track of who I talked to without having to sift through everyone in the organization’s notifications. We talk to dozens of clients a day and have follow ups for even more at any given point in time and this would be a super helpful way to make sure nothing gets forgotten/falls to the back burners.

    Becca Werner supported this idea  · 

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