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1. Save 'Common Filters' on Activity Reports

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   27 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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   Mahesh Odhrani commented  ·  Jun 19, 2015  ·  Delete…

   Once I create filters for the activity, we should be able to save it as a custom report so we can run it regularly. Also, once the data is displayed, please make the data sortable and ability o group them by activity type.

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   Mahesh Odhrani supported this idea  ·  Jun 19, 2015