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1. Favorite

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   3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   S Hickman shared this idea  ·  June 25, 2020

2. Filter Activity Reports by contact status

   40 votes

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   4 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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   S Hickman commented  ·  September 28, 2018  ·  Delete…

   Add filter in Activity Report for client status

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   S Hickman supported this idea  ·  September 28, 2018

3. Save 'Common Filters' on Activity Reports

   235 votes

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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!

   S Hickman supported this idea  ·  November 14, 2018