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Kimberly Yarnall

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My feedback

3 results found

  1. Add Additional Fields to the Client Review Section

    345 votes
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    17 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kimberly Yarnall commented  · 

    Just started working at a firm and new to Redtail. I have searched high and low how to add such date to a custom export, then jumped into this forum to find it doesn't exist.

    Adding in that the above suggestions would be extremely helpful for tracking, especially point #1 (Date Last Met). Ideally, it would flow automatically from the calendar.

    Kimberly Yarnall supported this idea  · 

  2. Allow Tag Groups to be an exported column in custom export templates

    13 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Kimberly Yarnall supported this idea  · 

  3. Ability to export ALL account information

    9 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Kimberly Yarnall supported this idea  · 

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