3 results found
10 votesJoshua Wright shared this idea ·
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the commentJoshua Wright commented
Looks like this has been suggested already, but I have to suggest it again. I use Tag Groups to assign clients to various investments they may own, preferences, etc. I then want to be able to pull a Tag Group up, export data on that group, and then do an Email blast to this group or example. What's the point of having the Tag Group if you can't do anything with the data?