Allow user access to all data (for example a Task report) for pulling reports as well as customized report design
Would like the ability to create custom reports using any data that is relevant from my crm. Any data is input should be able to be easily accessed for reporting purposes
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!
AGREE!! Quit making us beg for years to export our own flippin data!!!!!