Export
In RTI being able to export an excel sheet of folders linked/not linked to a contact. Something to run a report for unlinked to CRM folders would be perfect and for linked folder the names(s) of the CRM contact it is linked to.
We have well over 1,000 client folders in RTI, dating back to 2015. Cleaning up broken/incorrectly linked folders is a daunting task; especially done manually.
3
votes
Tasia Naegle
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