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1. need all fields available to select from for custom reporting

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   83 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Michael Balzer commented  ·  Oct 21, 2015  ·  Delete…

   When adding a new account there is a check box that asks if the account is discretionary or not. It would be helpful if this was added to an export (custom exports) to pull discretionary accounts faster.

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   Michael Balzer supported this idea  ·  Oct 21, 2015