Julie Hey
My feedback
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33 votes
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Julie Hey
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542 votes
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925 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Julie Hey
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An error occurred while saving the comment Julie Hey
commented
There are many fields in the Asset/Liability section and Account section that I cannot export in the custom exporting. I is a challenge to be able to store so much information in Redtail but to only be able to export a very limited amount in reports. Please expand the Custom Exporting fields so that we can create better and more accurate reports for our clients.
The excel export is not very helpful because it is still very limited in what fields we can export. I would expect a CRM to allow users to be able to export all the information inputted into the CRM. I really like how detailed Retail is and the amount of client information that can be stored. But if I cannot export the information into my reports for client meetings I am not able utilize Redtail to its full potential because I am still needing to type the same information duplicate times into my different reports. Would love to have this fixed ASAP. This would save many of us a lot of time. Thank you. this is the only drawback I have found with Redtail currently.