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How can we improve Redtail Technology's CRM?

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add "Memberships" to custom exports

add "Memberships" to custom exports

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  • Holly Elliott commented  ·   ·  Report

    Yes, it's *extremely* frustrating that there is no way to filter via contacts, generate a report, or otherwise see this information, in bulk. It makes it virtually impossible to consolidate and clean up the database.

Redtail CRM: Custom Exports

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