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Susan

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

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Susan commented  · 

    Yes, yes, and yes! Account UDFs available in custom export templates. When exporting, we need the Excel spreadsheet to show one row for each account with each field as a separate column. With the UDF reports, each field is it's own row, so there are multiple rows for the same account.

    Susan supported this idea  · 

  2. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Susan supported this idea  · 

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