Laurie Miranda
My feedback
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910 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Laurie Miranda
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166 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Laurie Miranda
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An error occurred while saving the comment Laurie Miranda
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This is also frustrating when we run the birthday report. We do a monthly print out to send out birthday cards to our clients and their spouses but the linked address of the spouse/individual does not print on the report. So we have to double our work and look each of the linked spouses up to get their address.
Completely agree. I was trying to run an export for the Objective field and it was not possible. As a database program, your clients should be able to export any and all fields. All the fields can be listed like the ones you already have on the custom export page so the client can select whatever odd combination they desire. Just a simple export file would work and then we can do all of the editing and making it pretty after we export it. But to do the time to data enter all the information into a field and then not to be able to run reports on it is extremely frustrating. This would be one feature that would be incredibly helpful and make our lives and your program much much better,