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Melissa Sullenberger

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

    65 votes
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    10 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Melissa Sullenberger commented  · 

    Another example to be Activities and Notes from the last week be sent daily to several emails in order for everyone to keep up on what needs done or to be checked on.

    Melissa Sullenberger supported this idea  · 
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    Melissa Sullenberger commented  · 

    Be able to setup an automated report of Notes and Activities via range of time to be sent to an email or emails on a systematic basis that also can be chose via daily or weekly at a specific time

  2. Option to automatically rollover activity

    1,242 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Melissa Sullenberger supported this idea  · 

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