My feedback

1 result found

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

   910 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   83 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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
   An error occurred while saving the comment
   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.

   Save Submitting...