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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  ·  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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   Gary Krol commented  ·  May 28, 2015  ·  Delete…

   We would like the ability to create reports in Redtail or set up the already existing ones to be ran automatically on a set schedule and delivered through email.

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   Gary Krol supported this idea  ·  May 28, 2015