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

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   2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   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  ·  Jul 2, 2020
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   Niko Yates commented  ·  Jul 2, 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).

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