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

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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!

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   Kevin Lutzy commented  ·  Jan 24, 2015  ·  Delete…

   It seems that if two contacts are linked the home address of the contact that has been linked to the other does not show up when a custom report is generated. For example, husband and wife, both contacts, both home addresses (which are the same) are indicated as primary address for each contact, one spouse is linked to the other. When a report is generated that would show both contacts, the contact's data that was linked to the other is blank for home address on the report.

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   Kevin Lutzy supported this idea  ·  Jan 24, 2015