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Redtail CRM

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3 results found

  1. custom export udf

    Now custom export has the ability to export the UDF's, however if you have the same UDF in the same contact profile (or account profile) it will only export one of those. We, due to lack of a commissions/fee tracking module, use the same UDF's multiple times. Would be helpful to have all instances of the UDF exported in the custom export for reporting.

    45 votes
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    0 comments  ·  Custom Exports  ·  Admin →
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  2. need all fields available to select from for custom reporting

    We need to option to select from ALL fields within a client record and their account records for custom exporting, and would love to have the option to run it in a nice PDF format.

    925 votes
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    83 comments  ·  Custom Exports  ·  Admin →
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  3. Add the "Is Head of Household" field to Custom Export Template

    Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.

    22 votes
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    0 comments  ·  Custom Exports  ·  Admin →
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