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

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   83 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Laurie G. supported this idea  ·  October 25, 2016
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   Laurie G. commented  ·  October 25, 2016  ·  Delete…

   Need to add the field for Attendee Status as field in the custom template report builder. The current 'canned' reports cannot be manipulated in any way and we often have hundreds of attendees that we are trying to sort through (confirmed, declined, no response, etc.). We need to be able to build a report that can be exported and sorted as needed. It would also be useful to build in a Seminar section under the Advanced Search feature so that we can select a seminar and then select the attendee status.

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