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Erik Hofstrom

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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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    Erik Hofstrom commented  · 

    To me this is a no brainer, it would help me stay informed on everything that happened in the firm in such an efficient way. It'd be critical to productivity, efficiency, and service. How can we make this happen!?

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    Erik Hofstrom commented  · 

    This would help me stay informed on everything my team did for the week without having to bother them. I would consider this critical to productivity

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