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Diane Anderson

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  1. Tag Group and and Client Lists - Data Export and Printing Options

    100 votes
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    14 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Diane Anderson commented  · 

    There needs to be a Tag Groups report option after a search. Either through the custom or standard reports like with Keywords. A Tag Group is great for searching, but there currently isn't any way to show multiple Tag Groups unless you're in the client's file.

    Diane Anderson supported this idea  · 

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

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Diane Anderson supported this idea  · 

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