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  1. Add " Registered Domestic Partners" to Marital Status field.

    41 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous shared this idea  · 

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

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous commented  · 

    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.

    Anonymous supported this idea  · 

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