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Anonymous

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous commented  · 

    Would like the ability to save filter settings in reports.

    Anonymous supported this idea  · 

  2. Ability to filter Notes report for additional clients after creating first report

    18 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  3. Outcome of one workflow feed into another workflow

    488 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

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