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Rob

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  1. udf report filter improvement

    30 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rob supported this idea  · 
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    Rob commented  · 

    I completely agree. I am running a UDF report and the operand defaults to contains and the value defaults to Yes, as it is a Yes/No UDF. I don't want to see either Yes or No though. I want to see all of them, either Yes or No. The options available, Contains, Is Equal To, and Is Not Equal To do not allow for viewing both Yes and No options.

  2. More bulk actions (Gender Assignments, Account Changes, edits etc.)

    19 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Rob shared this idea  · 

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