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1. Enable user defined fields to have a customizable order

   134 votes

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   6 comments  ·  Redtail CRM » Contact Record  ·  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!

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

   942 votes

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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!

   Anonymous supported this idea  ·  Dec 8, 2015
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   Anonymous commented  ·  Dec 8, 2015  ·  Delete…

   I would like the ability to build custom reports that include account level UDFs. I love that they are part of tailwag, but the reporting needs to be more robust. These fields should be added to the custom reporting tool.

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