tag group report
Can we get a report that shows what tag groups a client is connected to? perhaps a custom email template that will list all the tags for a client in one place instead of having to run multiple reports based on a tag group search.
3
votes
Chuck Vercellone
shared this idea
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Ethan Palmquist-Klee commented
If you go to the contact page in redtail and scroll down, there is a tab called "Keywords and Tags" that you can copy and paste from.