Export Option for Preferred Contact Info
The software currently does not offer an option to export the preferred contact information. I have to run my custom export (excel), including contact info, and then run a separate report (only available in PDF format) for the preferred contact info. Finally, I have to manually review/edit the custom export by comparing it to the PDF report. It would be so helpful if the custom export included a field for the preferred contact method.
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!