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

   925 votes

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   83 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Dana Bellin supported this idea  ·  Aug 12, 2022

2. Custom Export Options

   57 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Dana Bellin supported this idea  ·  Aug 12, 2022

3. Custom export template family relationship

   13 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Dana Bellin supported this idea  ·  Aug 12, 2022

4. Ability to export ALL account information

   12 votes

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   1 comment  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Dana Bellin commented  ·  Aug 12, 2022  ·  Delete…

   Specifically I'm looking to export the payment information associated with each account.

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   Dana Bellin supported this idea  ·  Aug 12, 2022

5. checklist

   117 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Dana Bellin supported this idea  ·  May 18, 2022