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Angie

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  1. Add ROLE fields to Custom Export Template Options

    64 votes
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    5 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Angie supported this idea  · 

  2. Make custom reports/exports easier to access

    59 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Angie commented  · 

    to save time you can make a macro in excel to cut down on your formatting steps.

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