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Emily Johnson

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  1. Automatically Create and Email Reports to User in Recurring Schedule

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    10 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Emily Johnson commented  · 

    At my company we record our call reports in the Activity section. At the beginning of each month we run an Activity Report filtering for the last month and the specific user. Those reports get printed and emailed to our managers. Our Managers came up with the idea that those reports could be automatically generated each month and be programed to email directly to the manager and specific employee. Unfortunately you do not have that capability. Is this something that could become available in the future? It would be very helpful.

    Emily Johnson supported this idea  · 

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