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Tyler Gileski

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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  ·  Admin →
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    Tyler Gileski supported this idea  · 
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    Tyler Gileski commented  · 

    I would like to request that Tag Groups are Added to the Custom Export Template screen. Currently the only way to export one sheet of every client's tag group is to create a UDF for tag groups. However this falls apart when you want to assign multiple tag groups to one client. The next solution is to use a keyword for each tag group then assign these keywords when a tag group is assigned. This is possible in bulk, however when changing tag groups on a regular basis (eg. for referral tracking) this rapidly becomes quite tedious. The same is true for the udf option as we are still changing two fields. Another option would be to just use a keyword or udf but why would we want to avoid one of the best features Redtail has? So the most effective and to the point solution is to offer a Tag Group section to the custom export screen. If coding for when multiple tag groups exist is a concern each tag group could be considered a (t/f) user defined field for export purposes then in the custom export screen under a separate section each tag group could be selected then checked by the system. Anyway, I'm just tossing out a few solutions and work around in the mean time. We really just need a tag group option in custom exports, period. Thank You.

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