Need two new search criteria/parameters added:

1. When running reports in Redtail, we think it would be a nice feature to have if we could define report parameters to include people with certain zip codes (or mile radius from a certain zip code), - for example, we wanted to recently invite only clients within a 75 mile radius of our office to an in-person client appreciation event. We were having a hard time finding a way to build a report off of those specifications and thus create a tag group of clients who live within a certain mile radius of our office.

2. We also wanted to build another report to reflect only the clients who had children under the age of 18 in the home to invite them to an event for families with children. Are you able to build-out some search fields that include these parameters as well?

Please let us know, we are interested in knowing these answers for future needs. It is very important to our business operations.

Thanks much!

Sincerely,

Daisy J Linville, MSEd.
Client Concierge
daisy@financialclaritybydesign.com