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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  ·  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!

   Lila Zlotowski supported this idea  ·  Aug 1, 2016
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   Lila Zlotowski commented  ·  Aug 1, 2016  ·  Delete…

   When creating a custom export template, there is no check box that would allow the social media URLs to be exported. The only way of getting that information in an excel sheet is through a very round about way where you must enter the url's into the exported data sheet manually. It would be considerably more efficient to include a checkbox.

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