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

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous commented  · 

    Although some users don't have the skill set to analyze thousands of rows/columns of data is no reason not to provide an Excel Report to allow a user to export out all Contact Fields to an Excel Report (reason given to me by support that this report doesn't exist). If we have custom fields, like TAG Groups, the user wants to be able to do a report on who is/is not in a Group. If a field exists in a contact record, we should be able to run a report to pull out the information in those fields, regardless of the size of the Excel Report. Let the user determine how to make the exported data useful to them.

    Anonymous supported this idea  · 

  2. Quickbooks

    41 votes
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    9 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

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