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Steffen707

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3 results found

  1. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Steffen707 commented  · 

    This suggested improvement would fix several other suggested improvements. Its a waste of time for me to have to click through 4-5 clicks every time i view workflows or activities to see my default which is probably 95% of the time the user wanting to see "their" tasks/workflows/activities.

    Steffen707 supported this idea  · 

  2. Allow user to change default of Things to do today to show past due items

    10 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Steffen707 shared this idea  · 

  3. Allow Tag Groups to be an exported column in custom export templates

    10 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Steffen707 shared this idea  · 

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