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Diane Anderson

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  1. provide a place for us to put our company name, contact info, logo, and/or tagline on reports.

    45 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Diane Anderson commented  · 

    There needs to be the option to type a report title for the generated report. Currently you have to print it & then write the title. It would look more professional if it was typed. Also when you are using multiple reports it can get confusing.

    Diane Anderson supported this idea  · 

  2. Tag Group and and Client Lists - Data Export and Printing Options

    87 votes
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    12 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Diane Anderson commented  · 

    There needs to be a Tag Groups report option after a search. Either through the custom or standard reports like with Keywords. A Tag Group is great for searching, but there currently isn't any way to show multiple Tag Groups unless you're in the client's file.

    Diane Anderson supported this idea  · 

  3. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Diane Anderson supported this idea  · 

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