My feedback

1 result found

1. Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"

   11 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Niko Yates supported this idea  ·  July 02, 2020
   An error occurred while saving the comment
   Niko Yates commented  ·  July 02, 2020  ·  Delete…

   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).

   Save Submitting...