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1. Please make All Account fields available on Custom Export Templates

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   5 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!

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   Laurie Thompson commented  ·  Apr 17, 2023  ·  Delete…

   Please add beneficiary information within Accounts to the Custom Export Template options

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   Laurie Thompson supported this idea  ·  Apr 17, 2023