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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!

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   Anonymous commented  ·  Aug 10, 2016  ·  Delete…

   Add the category "Mailing Address" to the contact info section in the Export Builder page so that when producing a custom report in excel, the information is readily available. Note: the mailing address is not necessarily the same as the primary or home address.

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   Anonymous supported this idea  ·  Aug 10, 2016