Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"
I would like to be able to filter all account by status "manually entered" vs. "from feed" once I export them to Excel document. Right now this column and option is missing. It is only available through RT reports, but it does not export to file.
Could you please add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"? Thank you.
Annie
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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Niko Yates
commented
Yes, this would be very helpful. I've also noticed that when you run a "linked account report" in RT it still pulls in outside accounts if they're not marked/flagged "held away". In my opinion, if an account is held away, it is not linked, so it shouldn't show on the report, but it does. It would be so helpful to separate accounts that are held away from linked(or from feed).
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Caleb Weberg
commented
It would also be helpful if the feed was specified, for those that have multiple account feeds.