Dana Bellin

← Customer Feedback for Redtail Technology

My feedback

5 results found

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

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Dana Bellin supported this idea  · 

  2. Custom Export Options

    57 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Dana Bellin supported this idea  · 

  3. Custom export template family relationship

    13 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Dana Bellin supported this idea  · 

  4. Ability to export ALL account information

    15 votes
    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Dana Bellin commented  · 

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

    Dana Bellin supported this idea  · 

  5. checklist

    117 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Dana Bellin supported this idea  · 

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