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Ginger Shields

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  1. Contact by state report includes work address

    12 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Ginger Shields commented  · 

    This has caused a lot of problems. If a client has more than one address - such as a Home Address and a Mailing Address, we are getting duplications on the report, even if we've marked one primary and preferred.

    Ginger Shields supported this idea  · 

  2. Personal Interest Reporting

    24 votes
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    4 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Ginger Shields supported this idea  · 

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