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1. Report by Activity Template or Search by Activity Template

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   0 comments  ·  Redtail CRM » Templates  ·  Delete…  ·  Admin →
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   Liz Felton shared this idea  ·  Nov 11, 2024

2. custom reports

   39 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Liz Felton supported this idea  ·  Sep 25, 2024