Add ROLE fields to Custom Export Template Options
Please add the 'role' field as an option on the custom export template. For purposes of team structuring and capacity planning, this would be very helpful.
I'm having to build a bunch of quicklists and then manually extract the info. A custom export would make this much easier.
Kevin Kroskey
shared this idea
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!
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Thomas
commented
Allow the Roles to be extracted through a custom report
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Rebecca
commented
We are building workflows utilizing Roles; this would be extremely helpful for both Data Auditing and workflow management.
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Hannah Tackett
commented
We would LOVE to be able to export roles for the same reasons listed below!
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Michael C.
commented
These is currently NO POSSIBLE WAY to export Role information from a contact record, it is not available on a report and is not an available field for a custom export - this is a serious oversight.
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Sue-Ellen
commented
Need to verify roles are accurate for workflows. Having the option to see the Advisor, Associate Advisor and CSA in an export would be more efficient.