Tag Group and and Client Lists - Data Export and Printing Options
Looking for a way to export (to Excel or text) and print the client list so that I can see all the Tag Groups and to which each client is assigned to. This feature would be very helpful in both current client management and new client setup. I would like to be able to look at this data in various ways and to print checklists by Tag Group and client. Thank you!
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
It floors me that you don't have this basic feature. What I was looking to do is to sort by a particular tag group, then see what tag groups each of those companies belong to. This is the way I parse the data so that I can respond quickly. Please create this. It would be great if I could also export it to excel so that I can manipulate it further. For example tag group "John Smith's client" then the sub tags would be which insurance products each of those clients have. Then if I could export or filter by each sub tag group, that'd be great. So all of John Smith's clients who have BCBS. That's powerful!
PLEASE!!! I can't believe we have a database with identifiers like TAG group, but cannot export a list that shows all contacts and which TAG groups to which they are assigned. Makes absolutely no sense!!!
Chris Ayers commented
this would be so helpful!!
Jill Gruppen commented
I know you can search for tag groups, but if we're pulling a list of clients, the tag groups they're in don't show up as an option to choose for an export.
Unless there's a better place to put the CSA or rep code each client is assigned to, having the option to choose tag groups to include in custom exports would be AMAZING!
I would like to be able to run a report on client and associated tag groups.
Agreed! I really need this option to ensure my email groups are correct within our synced program.
Hannah Tackett commented
I believe you can do this. In advanced search enter the following:
Type: Tag Group
Operand: Equal To
Value: [will populate a list of your tag groups]
Hit Search, then click the check mark for selecting all and make sure all are selected. Right hand side will show "Contact Options" and from there, you can select your custom export.
Joshua Wright commented
Looks like this has been suggested already, but I have to suggest it again. I use Tag Groups to assign clients to various investments they may own, preferences, etc. I then want to be able to pull a Tag Group up, export data on that group, and then do an Email blast to this group or example. What's the point of having the Tag Group if you can't do anything with the data?
Jay Ramey commented
It would be nice if 'tag groups' could be a column for custom exports
I use tag groups alot in Redtail. It would be great if this could be an option for us to print out each person's individual tag group name!
Christina Perna commented
It would be nice to pull a report for our clients that show the Tag groups they are included in.
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.